Faye Lawrence (CRD# 6808445) is an Investment Advisor Representative working at Seia in Tyson's Corner, VA and has over 4 years of experience in the finance industry. Faye 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ses Inc. | Tyson's Corner, VA | Aug 2023 - Current | < 1 |
| Seia LLC | Tyson's Corner, VA | Mar 2022 - Current | 2 |
| Royal Alliance Associates, Inc. | Tysons Corner, VA | Mar 2022 - Aug 2023 | 1 |
| Bogart Wealth | Mclean, VA | Nov 2020 - Mar 2022 | 1 |
| Ameriprise Financial Services, Inc. | Bethesda, MD | Jan 2019 - Nov 2020 | 1 |
| Hello Bagel | Blacksburg, VA | Sep 2018 - Nov 2018 | < 1 |
| Highland Financial Advisors, LLC | Wayne, NJ | May 2018 - Aug 2018 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2017 - Apr 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Columbia, MD | May 2017 - Aug 2017 | < 1 |
| Virginia Tech Dining Services (deet's Place) | Blacksburg, VA | Sep 2016 - May 2017 | < 1 |
| Mcandrews Whittaker, P.c. | Ellicott City, MD | May 2016 - Aug 2016 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2015 - May 2016 | < 1 |
| Country Squire | Warren, NJ | May 2015 - Aug 2015 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2014 - May 2015 | < 1 |
| Out Of The Park | Green Brook, NJ | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- VA
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Total Assets Under Management14,212MILLIONS
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Total Number of Accounts18,483ACCOUNTS
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Average Account Value$768,896
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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