Lawrence Gardner, financial advisor Tampa FL
93 score

Lawrence Gardner

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lawrence J. Gardner
Phone Number: 319-352-4090
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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