Harry Lawrence (CRD# 7815536) is an Investment Advisor Representative working at Upfront Financial Planning, LLC in Spokane, WA and has 1 year of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 7053502
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Physicians Critical Care | Tacoma, WA | Oct 2017 - Current | 6 |
| Providence Nw Heart And Lung Associates | Spokane, WA | Oct 2016 - Oct 2017 | 1 |
| Columbia Surgical Specialists | Spokane, WA | Aug 2014 - Oct 2016 | 2 |
| Full Time Student | Spokane, WA | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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