Lawrence Mc GrailCRD Number: 4481164
Current Firm: Royal Alliance Associates, Inc.
Lawrence Mc Grail (CRD# 4481164) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Pittsburgh, PA and has over 15 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Royal Alliance Associates||Pittsburgh, PA||Dec 2006 - Current||11|
|Lawrence P Mc Grail, Cpa||Pittsburgh, PA||Jul 1981 - Current||36|
|Raymond James Financial Services, Inc.||Apopllo, PA||Nov 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY