Francis LawranceCRD Number: 1029741
Current Firm: Seacrest Wealth Management, LLC
Francis Lawrance (CRD# 1029741) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Wilton, CT and has over 39 years of experience in the finance industry.
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
Abbington Investment Group, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2019 - Current||3|
|Seacrest Wealth Management, LLC||Wilton, CT||Sep 2019 - Current||3|
|Raymond James Financial Services, Inc.||Southport, CT||Jul 2012 - Sep 2019||7|
|Southport Financial Group, LLC||Southport, CT||Jul 2012 - Sep 2019||7|
|Raymond James Financial Services Advisors Inc.||Southport, CT||Jul 2012 - Sep 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management1,115MILLIONS
Total Number of Accounts4,125ACCOUNTS
Average Account Value$270,251
- 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)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
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