Lawrence BeshelCRD Number: 20554
Current Firm: Ameriprise Financial Services, LLC
Lawrence Beshel (CRD# 20554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florham Park, NJ and has over 42 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Ameriprise Financial Services, LLC||Florham Park, NJ||Oct 2020 - Current||1|
|Wells Fargo Clearing Services, LLC||Short Hills, NJ||Nov 2016 - Oct 2020||3|
|Wells Fargo Advisors LLC||Short Hills, NJ||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1980|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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