Lawrence Zimmerman (CRD# 5066166) is an Investment Advisor Representative working at Zimmerman Advisory Group, LLC in Dublin, OH and has over 18 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zimmerman Advisory Group, LLC | Dublin, OH | Jul 2008 - Current | 15 |
| Self Employed | Dublin, OH | Jan 1989 - Current | 35 |
| Carl Zimmerman Financial Services, LLC | Dublin, OH | Aug 2013 - Apr 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management26MILLIONS
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Total Number of Accounts173ACCOUNTS
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Average Account Value$149,325
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH
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