Lawrence Union (CRD# 6127682) is an Investment Advisor Representative working at Lpl Financial LLC in Ft Myers, FL and has over 5 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tampa, FL | Apr 2023 - Current | 1 |
| Suncoast Credit Union | Tampa, FL | Apr 2023 - Current | 1 |
| Wells Fargo Bank, Na | Fort Myers, FL | May 2020 - Apr 2023 | 2 |
| Wells Fargo Clearing Services, LLC | Fort Myers, FL | May 2020 - Apr 2023 | 2 |
| Edward Jones | St Louis, MO | Aug 2018 - Feb 2020 | 1 |
| Union Management And Consulting LLC | Fort Myers, FL | Feb 2018 - Aug 2018 | < 1 |
| Bank Of The Ozarks | Fort Myers, FL | Jul 2016 - Feb 2018 | 1 |
| C1 Bank | Fort Myers, FL | Feb 2015 - Jul 2016 | 1 |
| Jp Morgan Securites LLC | Fort Myers, FL | Oct 2012 - Feb 2015 | 2 |
| Jp Morgan Chase Bank | Fort Myers, FL | Jun 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- 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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