George Lawrence, financial advisor Gainesville TX

George Lawrence

CRD Number: 6836743
Current Firm: Lei Wealth Management, LLC

George Lawrence (CRD# 6836743) is an Investment Advisor Representative working at Lei Wealth Management, LLC in Gainesville, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lei Wealth Management, LLC Gainesville, TX Aug 2017 - Current 6
Southern Methodist University Dallas, TX Aug 2015 - May 2017 1
Madden Securities Dallas, TX May 2016 - Dec 2016 < 1
Lawrence Equity Investments Gainesville, TX Feb 2012 - Aug 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for George C. Lawrence
Phone Number: (206) 617-2975
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,912,721
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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