Lawrence WhitlockCRD Number: 1147257
Current Firm: Lowe, Brockenbrough & Company, Inc.
Lawrence Whitlock (CRD# 1147257) is an Investment Advisor Representative working at Lowe, Brockenbrough & Company, Inc. in Richmond, VA and has over 26 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|#ia Lowe, Brockenbrough & Company, Inc.||Richmond, VA||Jan 1993 - Current||25|
|Ultimus Fund Distributors, LLC||Cincinnati, OH||Oct 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Total Assets Under Management2,459MILLIONS
Total Number of Accounts775ACCOUNTS
Average Account Value$3,173,321
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, KY, LA, MD, MI, NC, NY, PA, TX, VA, WV