Lawrence Gardner (CRD# 5411379) is an Investment Advisor Representative working at Lpl Financial LLC in Dade City, FL and has over 16 years of experience in the finance industry.
CRD# 5159569
Primerica Advisors
CRD# 2861943
Kestra Advisory Services, LLC
CRD# 1878718
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Wesley Chapel, FL | May 2022 - Current | 2 |
Suncoast Credit Union | Tampa, FL | Jun 2015 - Current | 8 |
Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2015 - Current | 8 |
Members Trust Company, Fsb | Tampa, FL | Jun 2015 - Current | 8 |
Cetera Investment Services LLC | St.cloud, MN | Feb 2014 - May 2015 | 1 |
Cetera Investment Advisers LLC | Clearwater, FL | Feb 2014 - May 2015 | 1 |
Achieva Credit Union | Clearwater, FL | Jan 2009 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2007 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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