Christopher LawrenceCRD 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 3 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Apr 2019 - Current||3|
|Tiaa||Denver, CO||Jul 2018 - Current||4|
|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|
Total Assets Under Management39,282MILLIONS
Total Number of Accounts79,757ACCOUNTS
Average Account Value$492,518
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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