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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Lee Lawhorne is a financial advisor with LPL Financial LLC, a registered investment advisor firm. Peggy has been in the financial services industry since 1999 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Peggy holds Series 7, Series 63, and Series 65 licenses. Peggy is also a notary public. Peggy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
VA
02/13/2012 - Present
LPL Financial LLC (HENRICO VA)
IN
10/04/2001 - 01/12/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
07/07/1999 - 12/18/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
07/07/1999 - 09/25/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 02/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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