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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.? Claim Your ProfileR. L Lawrence is a financial advisor with over 24 years of experience in the industry. Lawrence currently works at Osaic Wealth, Inc., where they provide financial planning, portfolio management, and pension consulting services. Lawrence has a broad range of experience, having previously worked at Sagepoint Financial, Inc., Next Financial Group, Inc., Citigroup Global Markets Inc., and U.S. Bancorp Piper Jaffray Inc. Lawrence holds Series 7, 24, 51, 63, and 65 licenses. Lawrence is registered to provide advisory services in 37 states and is also a registered representative. Lawrence has a strong track record of success in helping clients 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.
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.
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2
UT
09/01/2023 - Present
Osaic Wealth, Inc. (PROVO UT)
UT
12/21/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PROVO UT)
UT
09/19/2005 - 12/21/2018
NEXT FINANCIAL GROUP, INC. (PROVO UT)
NY
07/29/2002 - 09/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
01/05/1999 - 08/05/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 12/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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