Lawrence Pershing, financial advisor Chicago IL

Lawrence Pershing

CRD Number: 6207106
Current Firm: Optimum Retirement Planning LLC

Lawrence Pershing (CRD# 6207106) is an Investment Advisor Representative working at Optimum Retirement Planning LLC in Chicago, IL and has over 5 years of experience in the finance industry. Lawrence Pershing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Optimum Retirement Planning LLC Chicago, IL Jan 2021 - Current < 1
Mediqus Asset Advisors, Inc. Chicago, IL Sep 2017 - May 2021 3
Ameriprise Financial Services, Inc. Warrenville, IL May 2016 - Sep 2017 1
Uber Los Angeles, CA Mar 2016 - Sep 2016 < 1
Urbanbound Chicago, IL Jan 2016 - Mar 2016 < 1
Unemployed Bloomington, IN May 2015 - Jan 2016 < 1
Indiana University Bloomington, IN Aug 2012 - May 2015 2
Nigro Karlin Segal Feldstein & Bolno Los Angeles, CA May 2014 - Aug 2014 < 1
Ubs Wealth Management Los Angeles, CA Jun 2013 - Aug 2013 < 1
Beach Pizza Los Angeles, CA May 2012 - Aug 2012 < 1
Notre Dame High School Sherman Oaks, CA Aug 2010 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Lawrence S. Pershing
Phone Number: 310-213-5139
Registered State(s):
  • IL
Current Firm Details
Optimum Retirement Planning LLC
Firm's CRD Number: 312732
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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