Lawrence Bogar, financial advisor Montclair NJ
84 score

Lawrence Bogar

CRD Number: 1912461
Current Firm: Advisory Services Network

Lawrence Bogar (CRD# 1912461) is an Investment Advisor Representative working at Advisory Services Network in Montclair, NJ and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Advisory Services Network, LLC Atlanta, GA Jan 2018 - Current < 1
Wunderlich Securities, Inc. New York, NY Feb 2016 - Nov 2017 1
Ameriprise Financial Services Inc. New York, NY Jul 2013 - Dec 2015 2
Oppenheimer & Company Inc. New York, NY Sep 2008 - Jul 2013 4
Wachovia Securities LLC Florham Park, NJ Jul 2003 - Sep 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Oct 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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Lawrence K. Bogar
Phone Number: 770-352-0449
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,100
    MILLIONS
  • Total Number of Accounts
    5,858
    ACCOUNTS
  • Average Account Value
    $187,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI

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BADGES
84

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