Lawrence Financial Services

Overview

Lawrence Financial Services is a small, sole-proprietor financial practice registered at the state level in Florida and owned by an individual operator. The firm combines roles as a registered representative of a broker-dealer and as an insurance broker while providing financial planning services. Its business model emphasizes fee-for-service planning rather than percentage-of-assets fees, using hourly and fixed-fee engagements. The firm is not described as an institutional capital allocator and does not position itself as an ESG-driven or multi-state adviser. Its regulatory classification in the source material is listed as unclassified, and it is not identified as a newly formed adviser.

Investments & Alternatives

Location & Offices