Christopher Lawrence, financial advisor Denver CO

Christopher Lawrence

CRD Number: 7094823
Current Firm: Advice And Planning Services

Christopher Lawrence (CRD# 7094823) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Apr 2019 - Current 5
Tiaa Denver, CO Jul 2018 - Current 6
Steradanlaw - Power Supply Consultancy Aurora, CO Jan 2016 - Jun 2018 2
University Of Denver Denver, CO Mar 2016 - Aug 2017 1
Unemployed San Diego, CA Sep 2015 - Mar 2016 < 1
United States Marine Corps Camp Pendleton, CA Aug 2004 - Aug 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Christopher D. Lawrence
Phone Number: 212-490-9000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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