Elizabeth Lawrence
CRD Number: 6470829Current Firm: Raymond James Financial Services Advisors, Inc.
Elizabeth Lawrence (CRD# 6470829) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 4 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors | Chippewa Falls, WI | Aug 2019 - Current | 4 |
Fries Financial Group | Chippewa Falls, WI | Jul 2017 - Current | 6 |
Raymond James Financial Services, Inc. | Chippewa Falls, WI | May 2017 - Current | 7 |
Bernike Wealth Management | Altoona, WI | Mar 2015 - Apr 2017 | 2 |
Glitz & Glam | Chippewa Falls, WI | Sep 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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