Lawrence Zimbler (CRD# 1439484) is an Investment Advisor Representative working at 4square Advisory Services, Inc. in Fenton, MI and has over 27 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Association Of Tax Professionals | Fenton, MI | Jan 2020 - Current | 4 |
| 4square Tax & Accounting Inc. | Fenton, MI | Jan 2020 - Current | 4 |
| 4square Advisory Services, Inc. | Fenton, MI | Jun 2015 - Current | 8 |
| Ridgeway Conger Advisory Services Inc. | New Woodstock, NY | Sep 2010 - Current | 13 |
| National Association Of Tax Professionals | Fenton, MI | Nov 2005 - Current | 18 |
| 4square Tax & Accounting Inc. | Fenton, MI | Apr 1996 - Jan 2020 | 23 |
| Ridgeway & Conger, Inc. | New Woodstock, NY | Sep 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- MI
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$245,597
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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