Lawrence CasoCRD Number: 1130750
Current Firm: Edward Jones
Lawrence Caso (CRD# 1130750) is an Investment Advisor Representative working at Edward Jones in Placerville, CA and has over 11 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Three Oaks Capital Management
|Edward D. Jones & Company, LP||Placerville, CA||Nov 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)