Lawrence StrebCRD Number: 1413486
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lawrence Streb (CRD# 1413486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester, NH and has over 20 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Signator Investors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Manchester, NH||Mar 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV