Lawrence SimonCRD Number: 3147458
Current Firm: Marcum Financial Services LLC
Lawrence Simon (CRD# 3147458) is an Investment Advisor Representative working at Marcum Financial Services LLC in Philadelphia, PA and has over 19 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Trustee||Philadelphia, PA||Nov 2011 - Current||6|
|Marcum Financial Services LLC||Philadelphia, PA||Jan 2010 - Current||8|
|Raymond James Financial Services Advisors, Inc.||Philadelphia, PA||Jan 2009 - Current||9|
|Raymond James Financial Services, Inc.||Philadelphia, PA||Mar 2001 - Current||17|
|Margolis Financial Services, LLC||Bala Cynwyd, PA||Aug 1999 - Sep 2009||10|
|Margolis & Company Pc||Bala Cynwyd, PA||May 1975 - Sep 2009||34|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NJ, NY, PA
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