Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Garlan Lawrence is an investment advisor representative who has been in the financial industry for over 25 years. Patricia currently works for Wealth Enhancement Advisory Services, LLC and has offices in Plymouth, Minnesota and Jacksonville, Florida. She has extensive experience in providing financial advice to individuals and families. She is registered as an investment advisor representative in Florida.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
09/05/2018 - Present
Wealth Enhancement Advisory Services, LLC (Jacksonville FL)
FL
10/18/2011 - 12/11/2013
TRIAD ADVISORS, INC. (JACKSONVILLE FL)
FL
02/10/2009 - 10/21/2011
INVEST FINANCIAL CORPORATION (JACKSONVILLE FL)
FL
10/13/1999 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
10/03/1996 - 10/28/1997
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AL
10/18/1995 - 09/05/1996
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MN
01/26/1994 - 09/21/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1994 - 09/21/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Patricia Lawrence is the right advisor for you? Invested Better is here to help.
