Lawrence Doody (CRD# 1634742) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 37 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhlmann Price Securities, LLC | Chicago, IL | Sep 2013 - Current | 10 |
| Uhlmann Investment Management | Chicago, IL | Sep 2013 - Current | 10 |
| Renovate America | Poway, CA | Jan 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1993 |
- CA
- IL
- NV
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Total Assets Under Management237MILLIONS
-
Total Number of Accounts430ACCOUNTS
-
Average Account Value$551,483
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ
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