Lawrence GrayCRD Number: 6218468
Current Firm: Gradient Advisors, LLC
Lawrence Gray (CRD# 6218468) is an Investment Advisor Representative working at Gradient Advisors, LLC in West Jordan, UT and has over 7 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Lawrence W Gray||West Jordan, UT||Aug 2020 - Current||1|
|Beehive Marketing, LLC||West Jordan, UT||Oct 2013 - Current||8|
|American Senior Benefits||West Jordan, UT||Apr 2008 - Current||13|
|Legacy Financial Services||West Jordan, UT||Apr 2008 - Current||13|
|Lincoln Investment||Fort Washington, PA||Jul 2019 - Aug 2020||1|
|Legacy Wealth Management, LLC||Boise, ID||May 2017 - Jun 2019||2|
|My Rental||West Jordan, UT||Aug 2008 - Mar 2018||9|
|Forest Securities, Inc.||Chicago, IL||Jan 2016 - Apr 2017||1|
|Questar Capital Corporation||Minneapolis, MN||Aug 2014 - Dec 2015||1|
|Utah National Guard||West Jordan, UT||Jun 2008 - Dec 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2016|
Total Assets Under Management121MILLIONS
Total Number of Accounts2,201ACCOUNTS
Average Account Value$54,773
- 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
- Pension consulting services
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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