Lawrence Sasso (CRD# 2161848) is an Investment Advisor Representative working at Brokers Financial in Sutton, MA and has over 32 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broker International Financial Services LLC | Sutton, MA | Nov 2011 - Current | 12 |
| Tarkenton Financial | Sutton, MA | Jun 2004 - Current | 19 |
| Premier Insurance Broker | Worester, MA | Mar 2001 - Current | 23 |
| Lawrence Sasso Insurance & Financial Services, Inc. | Sutton, MA | Mar 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- MA
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Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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