Spinosa Wealth Management Group
Spinosa Wealth Management Group (CRD# 170903) is a financial advisory firm headquartered in Mandeville, LA. They manage $50,000,000 in 115 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$434,783
- 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
FL, LA, TX
Lawrence Spinosa (CRD# 1453282) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 23 years of experience in the finance industry. Lawrence Spinosa 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.