Lawrence Davis, financial advisor Florence AZ

Lawrence Davis

CRD Number: 729342
Current Firm: Crown Capital Securities, LP

Lawrence Davis (CRD# 729342) is an Investment Advisor Representative working at Crown Capital Securities, LP in Florence, AZ and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Oct 2017 - Current 2
National Planning Corporation Scottsdale, AZ Jan 2013 - Oct 2017 4
Linsco Private Ledger Corp. Centennial, CO Jun 2004 - Jan 2013 8
Pinal County Federal C U Casa Grande, AZ Mar 2010 - Jun 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Lawrence R. Davis
Phone Number: 714-547-9481
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    816
    MILLIONS
  • Total Number of Accounts
    3,678
    ACCOUNTS
  • Average Account Value
    $221,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, WA, WI

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