Lawrence MartinCRD Number: 4531018
Current Firm: Mader & Shannon Wealth Management
Lawrence Martin (CRD# 4531018) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Valley Falls, KS and has over 15 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Legacy Financial Strategies, LLC
Waddell & Reed
|Mader & Shannon Wealth Management||Kansas City, KS||Aug 2013 - Current||4|
|Main Street Advisors, LLC||Hays, KS||Aug 2008 - Jul 2013||4|
|Guardian Life Insurance Company Of America||Leavenworth, KS||Mar 2002 - Mar 2013||11|
|Independent Financial Group||San Diego, CA||Aug 2010 - Apr 2012||1|
|National Planning Corporation||Leavenworth, KS||Nov 2009 - Aug 2010||< 1|
|Main Street Securities, LLC||Hays, KS||Jan 2004 - Nov 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management160MILLIONS
Total Number of Accounts846ACCOUNTS
Average Account Value$189,171
- 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
AZ, CO, FL, IL, KS, LA, MO, NE, NV, TX
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