Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Waller is a financial advisor based in Atlanta, Georgia. Lawrence has been in the financial services industry since 2000 and has a strong background in investment management. Lawrence is currently registered with Stonex Advisors Inc. where he offers a range of services including financial planning, portfolio management, and pension consulting. He is licensed to conduct business in 23 states, including Georgia, Alabama, California, Florida, Illinois, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
01/30/2015 - Present
Stonex Advisors Inc. (Atlanta GA)
GA
04/25/2007 - 09/12/2014
WRP INVESTMENTS, INC. (DECATUR GA)
GA
03/14/2007 - 04/20/2007
SECURITIES AMERICA, INC. (DECATUR GA)
GA
12/02/2005 - 03/07/2007
SECURITIES AMERICA, INC. (DECATUR GA)
TX
10/08/2004 - 12/01/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
FL
11/21/2002 - 08/20/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
03/19/2001 - 11/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/24/2000 - 10/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
06/07/1999 - 03/08/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 07/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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