Melvin Lawrence
Melvin Lawrence is a registered investment advisor at Osaic Wealth, INC., based in Brookhaven, GA, with 36 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6104 Lenox Park Circle NE, Brookhaven, GA, 30319
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Regulatory History (2)
Judgment / Lien
March 2023Financial
March 2020Other Business ActivitiesSells Insurance
Melvin works as an insurance representative, marketing life insurance protection. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Edward Jones
Edward JonesBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
Legend Equities CorporationBroker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations4 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.