Michael Lawlor, financial advisor Flourtown PA

Michael Lawlor

CRD 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.

Similar Advisors
Inas Abas, financial advisor Flourtown PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Flourtown PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Joseph Abbruzzi, financial advisor Flourtown PA
Joseph R. Abbruzzi
CRD# 1272342
Lpl Financial LLC
Company Name Location Dates Years
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
Contact Info for Michael A. Lawlor
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.