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ChFC

Lawrence Bogar

Advisory Services Network
36 Years of Experience
Montclair, NJ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Lawrence Bogar is a ChFC-designated registered investment advisor at Advisory Services Network, based in Montclair, NJ, with 36 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

26 Park Street, Suite 2039, Montclair, NJ, 07042

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lawrence is involved with several organizations, including the Exit Planning Institute and the National Association of Estate Planners and Council. He is also an independent insurance agent since 1989, dedicating minimal time to this activity.

Employment History
Current Registrations
Advisory Services Network
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wunderlich Securities, INC.
February 2016 - November 2017 · 1 yr 9 mos
Wunderlich Securities, INC.Broker
February 2016 - November 2017 · 1 yr 9 mos
Ameriprise Financial Services, INC.
July 2013 - December 2015 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
July 2013 - December 2015 · 2 yrs 5 mos
Oppenheimer & CO. INC.
September 2008 - July 2013 · 4 yrs 10 mos
Oppenheimer & CO. INC.Broker
September 2008 - July 2013 · 4 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - September 2008 · 5 yrs 2 mos
Wachovia Securities, LLC
July 2003 - September 2008 · 5 yrs 2 mos
Prudential Securities Incorporated
July 2002 - July 2003 · 1 yr
Prudential Securities IncorporatedBroker
May 2002 - July 2003 · 1 yr 2 mos
MML Investors Services, INC.Broker
December 2000 - May 2002 · 1 yr 5 mos
W.J. Nolan & Company, INC.Broker
March 1995 - November 2000 · 5 yrs 8 mos
Guardian Investor Services CorporationBroker
February 1995 - April 1996 · 1 yr 2 mos
Cadaret, Grant & CO., INC.Broker
January 1995 - April 1995 · 3 mos
Guardian Investor Services CorporationBroker
May 1992 - January 1995 · 2 yrs 8 mos
Mutual of Omaha Fund Management CompanyBroker
May 1990 - December 1991 · 1 yr 7 mos
First Investors CorporationBroker
January 1989 - November 1989 · 10 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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