Lawrence Buccheri, financial advisor Belmar NJ
93 score

Lawrence Buccheri

CRD Number: 1257214
Current Firm: Securian Financial Services, Inc.

Lawrence Buccheri (CRD# 1257214) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Belmar, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Benefit Strategies Wall, NJ Oct 2002 - Current 14
Jo Jo Players Neptune, NJ Jan 1996 - Current 20
Securian Financial Services, Inc. St Paul, MN Oct 1986 - Current 30
Mid Atlantic Resource Group Wall, NJ Oct 1979 - Current 37
Minnesota Life St Paul, MN Oct 1979 - Current 37
Mid Atlantic Insurance Solutions, LLC Wall, NJ Jan 1996 - Jul 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Lawrence Buccheri
Phone Number: 651-665-5609
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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