LB
LB

Lawrence Joseph Bedard

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1543 Green Oak Place, Suite 100, Kingwood, TX, 77339

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Lawrence is involved with Capital Growth Corp. as an insurance and financial asset manager since 1989, dedicating full-time hours. He also works as an insurance agent for Omni Financial & Insurance Services since 2015, spending about a quarter of his time.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
December 2015 - Present · 10 yrs 2 mos
D.H. Hill Securities, LllpBroker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Horter Investment Management, LLC
November 2013 - December 2015 · 2 yrs 1 mo
Fortune Financial Services, INC.Broker
January 2013 - April 2013 · 3 mos
Moloney Securities CO., INC.Broker
December 2010 - December 2012 · 2 yrs
Alternative Wealth Strategies, INC.Broker
October 2009 - December 2010 · 1 yr 2 mos
Meridian Financial Advisors, LLC
January 2007 - November 2013 · 6 yrs 10 mos
Meridian Financial Advisors, LLC
August 2005 - December 2006 · 1 yr 4 mos
Steven L. Falk & Associates INC.Broker
April 2003 - October 2009 · 6 yrs 6 mos
Ameriprop, INC.Broker
June 1997 - April 2003 · 5 yrs 10 mos
Guardian Investor Services CorporationBroker
August 1993 - June 1997 · 3 yrs 10 mos
State Registrations6 states
CTFLLANJNYPA
AdvisorBroker
Exams
No exam information available for this advisor.