Michael LawlorCRD Number: 1222983
Current Firm: Prudential Financial Planning Services
Michael Lawlor (CRD# 1222983) is an Investment Advisor Representative working at Prudential Financial Planning Services in Flourtown, PA and has over 9 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Pruco Securities LLC||Chalfont, PA||Oct 2014 - Current||6|
|Prudential Ins Co Of America||Chalfont, PA||Oct 2014 - Current||6|
|Michael A Lawlor, P.c.||Flourtown, PA||May 1992 - Current||28|
|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|
Total Assets Under Management8,719MILLIONS
Total Number of Accounts60,796ACCOUNTS
Average Account Value$143,417
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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