Julie Lawrence (CRD# 4693288) is an Investment Advisor Representative working at Oasis Wealth Planning Advisors in Tampa, FL and has over 20 years of experience in the finance industry. Julie Lawrence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oasis Wealth Planning Advisors | Nashville, TN | Sep 2023 - Current | < 1 |
| Lawrence Financial Planning, LLC | Lutz, FL | Mar 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
- FL
-
Total Assets Under Management222MILLIONS
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Total Number of Accounts786ACCOUNTS
-
Average Account Value$282,019
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, TN, TX
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