Lawrence Blau, financial advisor Ossining NY

Lawrence Blau

CRD Number: 1301660
Current Firm: Ll Financial Services, LLC

Lawrence Blau (CRD# 1301660) is an Investment Advisor Representative working at Ll Financial Services, LLC in Ossining, NY and has 1 year of experience in the finance industry. Lawrence Blau 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
Ll Financial Services, LLC Ossining, NY May 2016 - Current 7
Lawrence Blau & Associates Ossining, NY Jan 1983 - May 2016 33

Lawrence Blau has no recent exams reported.
Contact Info for Lawrence H. Blau
Phone Number: 914-941-5533
Registered State(s):
  • NY
Current Firm Details
Ll Financial Services, LLC
Firm's CRD Number: 284517
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $250,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

NY

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