Robert Lawrence Jr, financial advisor Santa Ana CA

Robert Lawrence Jr

CRD Number: 1425298
Current Firm: Financial Strategies For Today And Tomorrow--wealth Mgmt Group
Compensation Model: Both

Robert Lawrence (CRD# 1425298) is an Investment Advisor Representative working at Financial Strategies for Today And Tomorrow--Wealth Management Group in South Coast Metro/Santa Ana, CA and has more than 31years of experience in the finance industry.

 

Because ... money does buy dreams

CONTACT
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Company Name Location Dates Years
Financial Strategies For Today And Tomorrow-wealth Management Gr Tustin, CA Aug 2007 - Current 16
Rsl Enterprises Inc. Tustin, CA May 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Mar 2008
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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