Lawrence PershingCRD 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.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.