Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Lawrence is an investment advisor representative with LPL Financial LLC, registered with FINRA and the state of Texas. Mark has been in the financial industry since 1995. Mark also previously worked for EDWARD JONES, H&R BLOCK FINANCIAL ADVISORS, INC., OXFORD FINANCIAL SERVICES INC., and THE CHAMPION GROUP, INC. Mark is registered to provide investment advisory services to individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, investment clubs, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/10/2024 - Present
LPL Financial LLC (HOUSTON TX)
TX
10/29/2001 - 08/28/2012
EDWARD JONES (HOUSTON TX)
MI
11/06/1995 - 11/13/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
SC
10/05/1995 - 01/16/1996
OXFORD FINANCIAL SERVICES INC. (LITTLE RIVER SC)
TX
04/10/1995 - 07/14/1995
THE CHAMPION GROUP, INC. (SHAVANO PARK TX)
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1995
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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