Brady Lawrence, financial advisor Crown Point IN

Brady Lawrence

CRD Number: 7673592
Current Firm: Rcm Wealth Advisors

Brady Lawrence (CRD# 7673592) is an Investment Advisor Representative working at Rcm Wealth Advisors in Crown Point, IN and has 1 year of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Rcm Wealth Advisors Chicago, IL Sep 2022 - Current 1
Rcm Ag Services Franklin, TN Jan 2019 - Current 5
Strategic Trading Advisors Franklin, TN Jan 2016 - Current 8
University Of Mississippi Oxford, MS Aug 2014 - May 2018 3
Dick's Sporting Goods Franklin, TN Dec 2016 - Jan 2017 < 1
Helena Chemical Russellville, KY May 2015 - Aug 2015 < 1
Battle Ground Academy Franklin, TN Jul 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Brady T. Lawrence
Phone Number: 866-903-1822
Firm Website: http://www.rcmwa.com
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $316,547
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, IN, KS, TX

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