Thomas Lawrence, financial advisor Chapel Hill TN
93 score

Thomas Lawrence

CRD Number: 1839619
Current Firm: Ameritas Investment Corp

Thomas Lawrence (CRD# 1839619) is an Investment Advisor Representative working at Ameritas Investment Corp in Chapel Hill, TN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Marshall County Tn Board Of Education Lewisburg, TN Oct 2010 - Current 6
Lawrence Financial Group Chapel Hill, TN Oct 2009 - Current 7
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 10
Ucl Financial Group Memphis, TN Nov 1990 - Current 26
Acacia Life Isurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Ins. Cincinnati, OH Aug 1991 - Dec 2011 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Thomas H. Lawrence
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • TN
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
93
Clean Record
This advisor has a clean track record with regulators.

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