Lawrence Schechter (CRD# 4657087) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 20 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M. S. Howells & Company | Scottsdale, AZ | May 2019 - Current | 4 |
| Planned Asset Management | Calabasas, CA | Apr 2010 - Current | 14 |
| Independent Financial Group | San Diego, CA | Apr 2010 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- CA
- LA
-
Total Assets Under Management320MILLIONS
-
Total Number of Accounts279ACCOUNTS
-
Average Account Value$1,148,161
- 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
- Selection of other advisers (including private fund managers)
- Other
CA, LA, NV, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.