Lawrence Hollin is a registered investment advisor at Invicta Advisors LLC, based in Bala Cynwyd, PA, with 22 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,163 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Invicta Advisors' maximum permissible fee is 2.0% of assets under management. Fees are negotiable based on client circumstances, complexity, and portfolio style.
Fee Estimator
Location
Bala Cynwyd, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lawrence operates Arch Street Advisors, a business consulting firm, under a DBA name. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Invicta Advisors LLC
Invicta Capital LLC
Invicta Capital LLCBroker
Previous Registrations
Ssg Capital Advisors, LLCBroker
Cv Brokerage, INCBroker
Kildare Capital, INC.Broker
Funds Distributor, LLCBroker
Weiner Abrams & Company, INC.Broker
Genesis Securities, INC.Broker
Take Charge FinancialBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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