Lawrence Lentz (CRD# 733747) is an Investment Advisor Representative working at Stonex Advisors Inc. in Beavercreek, OH and has over 39 years of experience in the finance industry.
CRD# 4749092
Charles Schwab & Company, Inc.
CRD# 4553605
Alban Investment Management, LLC
CRD# 5101157
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | Beavercreek, OH | Sep 2014 - Current | 9 |
| Wrp Investments, Inc. | Youngstown, OH | Jun 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
- OH
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Total Assets Under Management3,316MILLIONS
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Total Number of Accounts14,019ACCOUNTS
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Average Account Value$236,519
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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