Lawrence McGrath, financial advisor Mountain Home AR
96 score

Lawrence McGrath

CRD Number: 3127192
Current Firm: Next Financial Group, Inc.

Lawrence McGrath (CRD# 3127192) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mountain Home, AR and has over 18 years of experience in the finance industry. Lawrence McGrath 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
Next Financial Group, Inc. Mountain Home, AR Mar 2007 - Current 9
National Planning Corp Mountain Home, AR Aug 2001 - Mar 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Lawrence W. McGrath
Phone Number: 713-789-7122
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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