Lawrence McGrath (CRD# 3127192) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mountain Home, AR and has over 25 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.
CRD# 4550777
Edward Jones
CRD# 6294905
Raymond James Financial Services Advisors, Inc.
CRD# 5278235
Crews & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group, Inc. | Mountain Home, AR | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
- AR
- TX
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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