LB
LB
Lawrence Bushey is a registered investment advisor, based in Ventura, CA, with 33 years of industry experience.
Location
701 E. Santa Clara Street, Suite 30, Ventura, CA, 93001
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2004Settled
Customer Dispute
June 2004Settled
Customer Dispute
May 2002Denied
Other Business ActivitiesSells Insurance
Lawrence is the principal of Bushey Financial Services, providing financial planning and insurance services, dedicating about half of his time. He is also the president/owner of BFnts Inc, a tax preparation business, spending nearly full-time hours on this endeavor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
January 2006 - February 2025 · 19 yrs 1 mo
Concourse Financial Group Securities, INC.Broker
January 2006 - February 2025 · 19 yrs 1 mo
Jefferson Pilot Securities CORP
January 2000 - December 2005 · 5 yrs 11 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - December 2005 · 8 yrs 2 mos
Jefferson-Pilot Investor Services, INC.Broker
February 1996 - October 1997 · 1 yr 8 mos
Intervest International Equities CorporationBroker
May 1994 - February 1996 · 1 yr 9 mos
Programmed Equities CorporationBroker
August 1993 - May 1994 · 9 mos
New England SecuritiesBroker
October 1992 - December 1993 · 1 yr 2 mos
State Registrations6 states
AZCAIDILORWY
AdvisorBrokerBoth
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.