Paul Lawless, financial advisor Boca Raton FL
69 score

Paul Lawless

CRD Number: 1417030
Current Firm: Ameritas Investment Corp

Paul Lawless (CRD# 1417030) is an Investment Advisor Representative working at Ameritas Investment Corp in Boca Raton, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Harris-hersh Financial Services, Ltd Buffalo Grove, IL Aug 2010 - Current 6
Ameritas Life Insurance Lincoln, NE Jun 2006 - Current 10
Ameritas Investment Corp. Lincoln, NE Oct 2003 - Current 13
Lawless,edwards And Warren Boca Raton, FL Jan 1994 - Current 22
Coventry First Life Settlement Buffalo Grove, IL Aug 2010 - May 2016 5
Connecticut General Life Boca Raton, FL Jul 1985 - May 2016 30
The Original Magik Mat LLC Pompano Beach, FL Sep 2010 - Dec 2012 2
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Dec 1995 - Dec 2011 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Oct 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Paul M. Lawless
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
69

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