John LawrenceCRD Number: 5564189
Current Firm: Ubs Financial Services Inc.
John Lawrence (CRD# 5564189) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Ubs Financial Services Inc.||Cincinnati, OH||Oct 2013 - Current||4|
|Private Landscaping||Cincinnati, OH||Jul 2012 - Oct 2013||1|
|Jersey Mike's Subs||Charleston, SC||Jan 2012 - Jun 2012||< 1|
|Unemployed||Charleston, SC||Aug 2011 - Jan 2012||< 1|
|Private Landscape||Cincinnati, OH||May 2011 - Aug 2011||< 1|
|University Of Colorado - Boulder||Boulder, CO||Aug 2010 - May 2011||< 1|
|University Of Colorado - Boulder||Boulder, CO||Jul 2010 - Aug 2010||< 1|
|Private Landscaping||Cincinnati, OH||May 2010 - Jul 2010||< 1|
|University Of Colorado - Boulder||Boulder, CO||Aug 2009 - May 2010||< 1|
|Private Landscaping||Cincinnati, OH||May 2009 - Aug 2009||< 1|
|University Of Colorado - Boulder||Boulder, CO||Aug 2008 - May 2009||< 1|
|Ubs Financial Servics Inc.||Cincinnati, OH||May 2008 - Aug 2008||< 1|
|University Of Colorado - Boulder||Boulder, CO||Aug 2007 - May 2008||< 1|
|Private Landscaping||Cincinnati, OH||May 2007 - Aug 2007||< 1|
|Cincinnati Country Day School||Cincinnati, OH||Aug 2006 - May 2007||< 1|
|Private Landscaping||Cincinnati, OH||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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