James Lorence, financial advisor Holland MI
96 score

James Lorence

CRD Number: 1354331
Current Firm: Next Financial Group, Inc.

James Lorence (CRD# 1354331) is an Investment Advisor Representative working at Next Financial Group, Inc. in Holland, MI and has over 31 years of experience in the finance industry. James Lorence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Next Financial Group Holland, MI Dec 1999 - Current 17
Lorence & Vanderzwart Holland, MI May 1995 - Current 21
J. Lorence & Associates Holland, MI Mar 1985 - Current 31
Lvz Marketing Holland, MI Jan 2003 - Dec 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for James P. Lorence
Phone Number: 713-789-7122
Registered State(s):
  • LA
  • TX
  • MI
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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