Lawrence Zimmerman, financial advisor Dublin OH

Lawrence Zimmerman

CRD Number: 5066166
Current Firm: Zimmerman Advisory Group, LLC

Lawrence Zimmerman (CRD# 5066166) is an Investment Advisor Representative working at Zimmerman Advisory Group, LLC in Dublin, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Carl Zimmerman Financial Services, LLC Dublin, OH Aug 2013 - Current 9
Zimmerman Advisory Group, LLC Dublin, OH Jul 2008 - Current 14
Self Employed Dublin, OH Jan 1989 - Current 33
Zimmerman Insurance Group, LLC Dublin, OH Jul 2008 - Aug 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Lawrence C. Zimmerman
Phone Number: 614-571-5058
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $140,765
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

OH

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