Kellon Lawrence, financial advisor Jackson MS

Kellon Lawrence

CRD Number: 6860750
Current Firm: Morgan Stanley
Compensation Model: Both
Kellon Lawrence (CRD# 6860750) is an Investment Advisor Representative working at Morgan Stanley in Jackson, MS and has 1 year of experience in the finance industry.
Similar Advisors
Tiffany Ballard, financial advisor Jackson MS
Tiffany B. Ballard
CRD# 4521298
Bergland Wealth Management, Inc.
Similar Advisors
John Bergland, Jr., financial advisor Jackson MS
John E. Bergland, Jr.
CRD# 1004366
Bergland Wealth Management, Inc.
Similar Advisors
Stephen Griner, financial advisor Jackson MS
Stephen M. Griner
CRD# 4376876
Mag Cap
Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Dec 2017 - Current 2
Morgan Stanley Jackson, MS Oct 2017 - Current 2
Southern Farm Bureau Life Insurance Company Jackson, MS Sep 2013 - Oct 2017 4
Delek/mapco Express Brentwood, TN Jan 2012 - Sep 2013 1
Mississippi State University Mississippi State, MS Aug 2007 - Dec 2011 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Nov 2017
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Kellon Lawrence
Phone Number: 914-225-5510
Registered State(s):
  • MS
  • AL
  • AR
  • AZ
  • CA
  • DE
  • FL
  • GA
  • KS
  • KY
  • LA
  • MD
  • MO
  • NC
  • NY
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    729,249
    MILLIONS
  • Total Number of Accounts
    1,815,592
    ACCOUNTS
  • Average Account Value
    $401,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Kellon Lawrence and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.