Lawrence Pershing (CRD# 6207106) is an Investment Advisor Representative working at Optimum Retirement Planning LLC in Lake Forest, IL and has over 7 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.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimum Retirement Planning LLC | Chicago, IL | Jan 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- IL
- LA
- TX
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$389,843
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, LA, TX
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