Lawrence LoCRD Number: 3112426
Current Firm: Morgan Stanley
Lawrence Lo (CRD# 3112426) is an Investment Advisor Representative working at Morgan Stanley in San Jose, CA and has over 16 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Morgan Stanley Smith Barney||San Jose, CA||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||San Jose, CA||Aug 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV