Lawrence Financial Services

Overview

Lawrence Financial Services is organized as a sole proprietorship with an individual owner and operates primarily as a registered representative of a broker-dealer and as an insurance broker. The firm offers financial planning services and tends to charge clients on an hourly or fixed-fee basis rather than operating as a traditional AUM-centric advisory firm. It is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant. The year of SEC registration is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices