Lawrence Lounds, financial advisor Flint MI
96 score

Lawrence Lounds

CRD Number: 1151988
Current Firm: Spc

Lawrence Lounds (CRD# 1151988) is an Investment Advisor Representative working at Spc in Flint, MI and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sigma Planning Corporation Ann Arbor, MI Jul 2004 - Current 12
Sigma Financial Corporation Flint, MI Jun 1985 - Current 31
Security First Associated Agency Flint, MI Jul 1978 - Current 38
Security First Insurance Flint, MI Jan 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Lawrence E. Lounds
Phone Number: 734-663-1611
Registered State(s):
  • AL
  • MI
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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