Lawrence Pereira (CRD# 4408339) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 22 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Markets Iq, LLC | Redondo Beach, CA | Sep 2016 - Current | 7 |
| King Harbor Wealth Management, LLC | Redondo Beach, CA | Jun 2014 - Current | 9 |
| Blueprint Capital Markets Fka Govdesk, LLC | Redondo Beach, CA | Jun 1997 - May 2023 | 25 |
| Ryco, Inc. | Middleborough, MA | Sep 2022 - Jan 2023 | < 1 |
| American Realty Advisors | Los Angeles, CA | Jul 2022 - Sep 2022 | < 1 |
| Dv01 | New York, NY | Nov 2021 - Apr 2022 | < 1 |
| Seagate Global Wealth Management | Newport Beach, CA | Sep 2014 - Dec 2021 | 7 |
| Seagate Global Advisors, LLC | Redondo Beach, CA | Sep 2007 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- CA
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Total Assets Under Management392MILLIONS
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Total Number of Accounts680ACCOUNTS
-
Average Account Value$576,911
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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