Lawrence Shaw, financial advisor Philadelphia PA
68 score

Lawrence Shaw

CRD Number: 1325285
Current Firm: Cordasco Financial Network, LLC

Lawrence Shaw (CRD# 1325285) is an Investment Advisor Representative working at Cordasco Financial Network, LLC in Philadelphia, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Andrew Garrett, Inc. New York, NY Sep 2012 - Current 4
Cordasco Financial Network, LLC Philadelphia, PA Aug 2012 - Current 4
Charles Schwab Bank Philadelphia, PA Feb 2005 - Jul 2012 7
Charles Schwab & Company, Inc. Philadelphia, PA Jan 1995 - Jul 2012 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S66 NASAA Uniform Combined State Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lawrence D. Shaw
Phone Number: 215-558-3500
Firm Website: http://www.cfnplan.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    367
    MILLIONS
  • Total Number of Accounts
    1,425
    ACCOUNTS
  • Average Account Value
    $257,421
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, NJ, PA, SC

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BADGES
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