Michael Lawlor (CRD# 1222983) is an Investment Advisor Representative working at Prudential Financial Planning Services in Flourtown, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Chalfont, PA | Oct 2014 - Current | 9 |
| Prudential Insurance Company Of America | Chalfont, PA | Oct 2014 - Current | 9 |
| Michael A Lawlor, P.c. | Flourtown, PA | May 1992 - Current | 31 |
| H.d. Vest Financial Services | Erdenheim, PA | Jun 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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