Lawrence Zimbler, financial advisor Fenton MI
93 score

Lawrence Zimbler

CRD Number: 1439484
Current Firm: 4square Advisory Services, Inc.

Lawrence Zimbler (CRD# 1439484) is an Investment Advisor Representative working at 4square Advisory Services, Inc. in Fenton, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
4square Advisory Services, Inc. Fenton, MI Jun 2015 - Current 2
Ridgeway Conger Advisory Services Inc. New Woodstock, NY Sep 2010 - Current 7
National Association Of Tax Professionals Fenton, MI Nov 2005 - Current 12
4square Tax & Accounting Inc. Fenton, MI Apr 1996 - Current 22
Ridgeway & Conger, Inc. New Woodstock, NY Sep 2010 - Jun 2015 4
Questar Asset Management Minneapolis, MN Feb 2004 - Sep 2010 6
Questar Capital Corporation Minneapolis, MN Feb 2004 - Sep 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Lawrence E. Zimbler
Phone Number: 800-930-6454
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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