Lawrence Spinosa
Lawrence Spinosa is a CFP, ChFC-designated registered investment advisor at Spinosa Wealth Management Group, based in Mandeville, LA, with 39 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 152 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spinosa Wealth Management Group offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service.
Location
4565 Lasalle Street, Suite 201, Mandeville, LA, 70471
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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 ActivitiesSells Insurance
Lawrence is involved in several business activities, including non-variable insurance sales since 2003 and operating under the DBA Spinosa Wealth Management Group since 2009. He is also a registered investment advisor with Spinosa Wealth Management Group, LLC, dedicating nearly full-time hours during trading, and has a CPA practice used for tax purposes, taking about 10-20% of his time.
Employment History
Current Registrations
Spinosa Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
G. R. Phelps & CO., INC.Broker
Sma Equities, INC.Broker
State Registrations16 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.