Lawrence Epple, financial advisor Okemos MI
96 score

Lawrence Epple

CRD Number: 1350675
Current Firm: Lincoln Financial Securities Corporation

Lawrence Epple (CRD# 1350675) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Okemos, MI and has over 31 years of experience in the finance industry. Lawrence Epple 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
Lincoln Financial Securities Corporation Okemos, MI Jul 2008 - Current 8
Family Life Financial Service Of Michigan Haslett, MI Sep 1984 - Current 32
Jefferson Pilot Securities Corporation Okemos, MI Jan 1985 - Jul 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lawrence L. Epple
Phone Number: 800-258-3648
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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

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