Lawrence Chin, financial advisor Lake Forest CA

Lawrence Chin

CRD Number: 2779490
Current Firm: Dnt Financial, LLC

Lawrence Chin (CRD# 2779490) is an Investment Advisor Representative working at Dnt Financial, LLC in Lake Forest, CA and has over 15 years of experience in the finance industry. Lawrence Chin 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.

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Professional Designations
Company Name Location Dates Years
Dnt Financial, LLC Lake Forest, CA Apr 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Lawrence S. Chin
Phone Number: 714-505-8300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $3,180,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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