Lawrence Spinosa, financial advisor Mandeville LA
96 score

Lawrence Spinosa

CRD Number: 1453282
Current Firm: Spinosa Wealth Management Group

Lawrence Spinosa (CRD# 1453282) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 22 years of experience in the finance industry. Lawrence Spinosa 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
Spinosa Wealth Management Group, LLC Mandeville, LA Dec 2014 - Current 1
Lpl Financial, LLC Mandeville, LA Sep 2000 - Current 16
Spinosa & Associates, Inc. Mandeville, LA Nov 1982 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Lawrence R. Spinosa
Phone Number: 985-674-6722
Registered State(s):
  • FL
  • LA
  • 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)
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
  • Pension consulting services
Types of Clients
Registered States


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

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