Lawrence BirnbaumCRD Number: 717240
Current Firm: Wells Fargo Clearing Services, LLC
Lawrence Birnbaum (CRD# 717240) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New York, NY and has over 39 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Wells Fargo Clearing Services LLC||New York, NY||Jul 2017 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith||Garden City, NY||May 2007 - Jul 2017||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 2003|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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