Emilee Lawrence (CRD# 5951169) is an Investment Advisor Representative working at Lpl Financial LLC in Kalamazoo, MI and has over 12 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Kalamazoo, MI | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jan 2020 - Current | 4 |
| Cuna Mutual Group | Waverly, IA | Jan 2020 - May 2022 | 2 |
| Rose Street Advisors | Kalamazoo, MI | Mar 2019 - Oct 2019 | < 1 |
| M Holdings Securities, Inc. | Portland, OR | Mar 2019 - Oct 2019 | < 1 |
| Cx Institutional, LLC | Portage, MI | Mar 2018 - Mar 2019 | 1 |
| Lpl Financial LLC | Portage, MI | Jan 2018 - Mar 2019 | 1 |
| Oak Point Wealth Management | Portage, MI | Jan 2018 - Mar 2018 | < 1 |
| Jp Morgan Chase Bank | Portage, MI | May 2017 - Dec 2017 | < 1 |
| Jp Morgan Securities, LLC | Portage, MI | May 2017 - Dec 2017 | < 1 |
| Pnc Bank | Kalamazoo, MI | Jun 2013 - Apr 2017 | 3 |
| Pnc Investments | Kalamazoo, MI | Jun 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- MI
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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