Lawrence Rand (CRD# 7589092) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Practicecfo | San Diego, CA | Mar 2022 - Current | 2 |
| Unemployed | San Diego, CA | Nov 2020 - Mar 2022 | 1 |
| Barbara Bry For San Diego Mayor | San Diego, CA | Jul 2020 - Nov 2020 | < 1 |
| Unemployed | New York, NY | Jul 2019 - Jul 2020 | 1 |
| Pernod Ricard Usa | New York, NY | Jun 2017 - Jul 2019 | 2 |
| Student | Ithaca, NY | Aug 2011 - May 2017 | 5 |
| Deutsche Bank Usa | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Redhill Realty Investors | San Diego, CA | Jun 2015 - Aug 2015 | < 1 |
| Rancho Valencia Resort And SPA | Rancho Santa Fe, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- AK
- CA
- PA
- TX
- WA
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts1,016ACCOUNTS
-
Average Account Value$258,093
- A percentage of assets under your management
- 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
AK, CA, PA, TX, WA
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