Lawrence Stone (CRD# 2420645) is an Investment Advisor Representative working at Mutual Advisors, LLC in Pasadena, CA and has over 30 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Advisors, LLC | Casper, WY | Nov 2017 - Current | 6 |
| Stone & Gomez, LLC | Pasadena, CA | Nov 2017 - Current | 6 |
| Mutual Securities Inc. | Camarillo, CA | Nov 2017 - Current | 6 |
| Financial Security Management, Inc. | Lakewood, CO | Feb 2016 - Nov 2017 | 1 |
| National Planning Corporation | San Gabriel, CA | Jun 1999 - Nov 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
- CA
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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