Lawrence Mickle (CRD# 5626384) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Myrtle Beach, SC and has over 13 years of experience in the finance industry.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingsview Wealth Management | Myrtle Beach, SC | Nov 2023 - Current | < 1 |
| Client One Securities, LLC | Leawood, KS | May 2021 - Nov 2023 | 2 |
| Self-employed | Pawleys Island, SC | Sep 2019 - Oct 2023 | 4 |
| Granite Quarry Direct | Murrells Inlet, SC | Sep 2019 - Oct 2020 | 1 |
| Capital Investment Group Inc. | Raleigh, NC | Nov 2018 - Sep 2019 | < 1 |
| Capital Investment Advisory Services LLC | Raleigh, NC | Nov 2018 - Sep 2019 | < 1 |
| Unemployed | Pawleys Island, SC | Jul 2018 - Nov 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Pawleys Island, SC | Nov 2016 - Jun 2018 | 1 |
| Wells Fargo Bank, Na | Pawleys Island, SC | May 2012 - Jun 2018 | 6 |
| Wells Fargo Advisors, LLC | Pawleys Island, SC | May 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- SC
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Total Assets Under Management4,846MILLIONS
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, 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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