Donald Laurence, financial advisor San Antonio TX

Donald Laurence

CRD Number: 3100139
Current Firm: Stone Oak Wealth Management, LLC

Donald Laurence (CRD# 3100139) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 25 years of experience in the finance industry. Donald Laurence 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
Stone Oak Wealth Management, LLC San Antonio, TX Aug 2019 - Current 4
Raymond James & Associates San Antonio, TX Mar 2018 - Aug 2019 1
Wells Fargo Clearing Services, LLC San Antonio, TX Nov 2016 - Mar 2018 1
Wells Fargo Advisors LLC San Antonio, TX May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Donald R. Laurence
Phone Number: 210-339-2707
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    266
    MILLIONS
  • Total Number of Accounts
    853
    ACCOUNTS
  • Average Account Value
    $312,161
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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