LM
LM

Lawrence Messina

32 Years of Experience
Dallas, TX
BrokerSells Insurance

Lawrence Messina is a registered investment advisor, based in Dallas, TX, with 32 years of industry experience.

Location

5960 Berkshire Lane, 6th Floor, Dallas, TX, 75225

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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 the CEO, Financial Advisor, and Managing Partner at Messina Wealth Management, LLC, dedicating full-time hours to investment and business management. He also sells fixed insurance products, including life, annuities, and health insurance policies, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
April 2025 - Present · 1 yr 1 mo
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Messina Wealth Management, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Hilltop Securities INC.
July 2016 - January 2025 · 8 yrs 6 mos
Hilltop Securities INC.Broker
July 2016 - January 2025 · 8 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - July 2016 · 7 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - July 2016 · 7 yrs 4 mos
Stanford Group Company
November 2006 - March 2009 · 2 yrs 4 mos
Stanford Group CompanyBroker
November 2006 - March 2009 · 2 yrs 4 mos
Morgan Stanley
December 1993 - November 2006 · 12 yrs 11 mos
Morgan Stanley Dw INC.Broker
December 1993 - November 2006 · 12 yrs 11 mos
State Registrations9 states
CACOFLMONVORTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lawrence Messina - Financial Advisor | TrueAdvisor