Frances Lawrence (CRD# 7305361) is an Investment Advisor Representative working at Elwood & Goetz in Columbia, MO and has over 3 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | Columbia, MO | Sep 2020 - Current | 3 |
| University Of Missouri | Columbia, MO | Jul 2017 - Aug 2020 | 3 |
| Louisiana State University | Baton Rouge, LA | Jul 1977 - Jun 2017 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MO
-
Total Assets Under Management682MILLIONS
-
Total Number of Accounts2,740ACCOUNTS
-
Average Account Value$248,946
- 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
- Pension consulting services
CO, FL, GA, LA, MO, NC, SC, TX
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