Ross Lawrence (CRD# 5830683) is an Investment Advisor Representative working at Cwm, LLC in Nevada, MO and has over 12 years of experience in the finance industry.
CRD# 4409277
Edward Jones
CRD# 5164162
Edward Jones
CRD# 6035230
Creativeone Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Ember, LLC | Nevada, MO | Jan 2023 - Current | 1 |
| Rolo Ventures, Inc. | Bentonville, AR | Jan 2023 - Current | 1 |
| Cwm, LLC | Omaha, NE | Apr 2017 - Current | 7 |
| White Ember Financial Planning | Nevada, MO | Apr 2017 - Current | 7 |
| Cetera Advisors Networks, LLC | Nevada, MO | Apr 2017 - Current | 7 |
| Lpl Financial LLC | Nevada, MO | May 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- MO
- TX
-
Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- 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
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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