Lawrence Bassell, financial advisor Mission Viejo CA

Lawrence Bassell

CRD Number: 4106864
Current Firm: Kohr Investments

Lawrence Bassell (CRD# 4106864) is an Investment Advisor Representative working at Kohr Investments in Mission Viejo, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Kohr Investments, LLC Long Beach, CA Sep 2019 - Current 2
O'connor Wealth Management Monrovia, CA Mar 2012 - Current 10
Kohr Financial & Insurance Services Long Beach, CA Feb 2006 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Lawrence A. Bassell
Phone Number: 949-545-0229
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $187,060
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

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