Lawrence Rose, financial advisor Lake Forest IL
93 score

Lawrence Rose

CRD Number: 1025571
Current Firm: Gem Financial Advisors, Inc.

Lawrence Rose (CRD# 1025571) is an Investment Advisor Representative working at Gem Financial Advisors, Inc. in Lake Forest, IL and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Gem Financial Advisors, Inc. Libertyville, IL Dec 2012 - Current 5
Lpl Financial, LLC Lake Forest, IL Apr 2012 - Current 6
Collins Financial Planning Libertyville, IL Dec 2012 - May 2013 < 1
Wells Fargo Advisors LLC Lake Forest, IL May 2009 - Apr 2012 2
Wachovia Securities, LLC Lake Forest, IL Jan 2008 - May 2009 1
A.g. Edwards Lake Forest, IL Mar 1997 - Jan 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Lawrence S. Rose
Phone Number: 847-680-3082
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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