Lawrence Spencer
Lawrence Spencer is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 16 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 3 more. Their firm serves 2,877 clients with $870M 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% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
2565 West Maple Rd, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Lawrence works as an investment advisor representative (IAR) for Secure Asset Management, LLC, dedicating full-time hours to securities and advisory sales. He also works as a representative/agent for Secure Investors Group, Inc., spending a few hours per week on insurance and property & casualty (P&C) sales.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Morgan Stanley
Gwn Securities INC.
Secure Asset Management, LLC
State Registrations1 state
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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