Lawrence GardnerCRD Number: 5411379
Current Firm: Cuna Brokerage Services, Inc.
Lawrence Gardner (CRD# 5411379) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
|Suncoast Credit Union||Tampa, FL||Jun 2015 - Current||1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2015 - Current||1|
|Members Trust Company, Fsb||Tampa, FL||Jun 2015 - Current||1|
|Cetera Investment Services LLC||St.cloud, MN||Feb 2014 - May 2015||1|
|Cetera Investment Advisers LLC||Clearwater, FL||Feb 2014 - May 2015||1|
|Achieva Credit Union||Clearwater, FL||Jan 2009 - May 2015||6|
|Cuna Mutual Brokerage Services, Inc.||Waverly, IA||Jun 2009 - Feb 2014||4|
|Wachovia Bank, N.a.||Tampa, FL||Oct 2007 - Nov 2008||1|
|Wachovia Securities, LLC||Tampa, FL||Oct 2007 - Nov 2008||1|
|Lennar Corp.||Tampa, FL||May 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV
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