Lawrence Spoth (CRD# 6597252) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Alexandria, VA and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dts | Vienna, VA | Mar 2024 - Current | < 1 |
| Impact Partnership Wealth, LLC | Marietta, GA | Oct 2023 - Current | < 1 |
| Retirement Protection Solutions | Vienna, VA | Jan 2014 - Current | 10 |
| Market Guard | Englewood, CO | Jun 2020 - Oct 2023 | 3 |
| Retirement Wealth Advisors | Vienna, VA | Dec 2015 - Jun 2020 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- VA
-
Total Assets Under Management752MILLIONS
-
Total Number of Accounts7,527ACCOUNTS
-
Average Account Value$99,857
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV
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