Valeri Lawson, financial advisor Grand Rapids MI
93 score

Valeri Lawson

CRD Number: 1898183
Current Firm: Oppenheimer & Company Inc.

Valeri Lawson (CRD# 1898183) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Rapids, MI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Grand Rapids, MI Nov 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Valeri R. Lawson
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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