Lawrence Fiorini, financial advisor Plymouth Meeting PA
96 score

Lawrence Fiorini

CRD Number: 1988099
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Lawrence Fiorini (CRD# 1988099) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Plymouth Meeting, PA and has over 26 years of experience in the finance industry. Lawrence Fiorini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cliftonlarsonallen Wealth Advisors, LLC Plymouth Meeting, PA Feb 2006 - Current 10
Valmark Akron, OH Feb 2006 - Nov 2013 7
Larry Fiorini Plymouth Meeting, PA Jun 2001 - Nov 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for Lawrence R. Fiorini
Phone Number: 612-376-4777
Registered State(s):
  • NH
  • PA
By the Numbers
  • Total Assets Under Management
    2,427
    MILLIONS
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
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

AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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