Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorence? Claim Your ProfileLorence Merritt is a financial advisor who has been in the industry for over 38 years. Lorence Merritt is registered with Independent Financial Partners and has offices in Highland Park, IL. Lorence Merritt specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Lorence Merritt has been recognized as a Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
IL
10/19/2010 - Present
Independent Financial Partners (Highland Park IL)
IL
11/30/2010 - 04/04/2018
LPL FINANCIAL LLC (NORTHBROOK IL)
IL
12/12/2006 - 11/30/2010
NRP FINANCIAL, INC. (NORTHBROOK IL)
IL
10/20/1980 - 12/13/2006
AXA ADVISORS, LLC (NORTHBROOK IL)
NY
07/01/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1980
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Lorence Merritt is the right advisor for you? Invested Better is here to help.
