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Michael Charles Lawrence

Capital Portfolio Management, Inc.

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About Michael Charles Lawrence

Michael Lawrence has been in the financial services industry since May 1983. Michael currently holds a Series 7 and Series 63 license and is registered with Capital Portfolio Management, Inc. in Maryland, Pennsylvania, and Delaware. Michael has previously worked at A. G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated, H. Beck, Inc., ISFA Corporation, and Legg Mason Wood Walker, Incorporated. Michael primarily works with individuals, high-net-worth individuals, and corporations and has a minimum asset requirement of $2,400,000 for corporations and $5,000,000 for high-net-worth individuals.

Firm Information

Michael Lawrence is currently registered with Capital Portfolio Management, Inc.. Capital Portfolio Management, Inc. is a corporation registered with the SEC and in 16 states. Founded in 1991, they provide portfolio management services for individuals, corporations, and pension plans. They manage over $17.5 million in assets, with a client base of 32 accounts. The firm has two licensed agents, two investment adviser representatives, and two registered representatives.

$17.50M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lawrence’s Registration & Firm History

MD

09/29/1995 - Present

Capital Portfolio Management, Inc. (Timonium MD)

MO

02/11/1991 - 09/26/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

03/21/1988 - 04/03/1991

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

11/17/1987 - 03/26/1988

H. BECK, INC.

NA

08/23/1985 - 10/23/1987

ISFA CORPORATION

NA

04/19/1983 - 08/05/1985

LEGG MASON WOOD WALKER, INCORPORATED

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Licenses & Designations

BC

Issued 04/18/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Charles Lawrence. Review regulatory record here.
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