Randy Lawrence (CRD# 7764854) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Chicago, IL | Jun 2023 - Current | < 1 |
| Assetmark Financial Holdings, Inc. | Chicago, IL | Jan 2023 - Current | 1 |
| Chicago White Sox | Chicago, IL | Jun 2022 - Dec 2022 | < 1 |
| Isbi360 | Lenexa, KS | Feb 2022 - Jun 2022 | < 1 |
| Unemployed | Na, IL | May 2021 - Feb 2022 | < 1 |
| Washington University In St. Louis | St. Louis, MO | Jan 2021 - May 2021 | < 1 |
| Washington University In St. Louis | St. Louis, MO | Jul 2017 - May 2021 | 3 |
| Express Specialty Pharmacy | Belville, IL | Jun 2020 - Oct 2020 | < 1 |
| City Of Bloomington Public Works | Bloomington, IL | May 2018 - Aug 2019 | 1 |
| Bloomington High School | Bloomington, IL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Jul 2023 |
- IL
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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