LW
CFP
LW
CFP
Lawrence Wimsatt is a CFP-designated registered investment advisor, based in Irvine, CA, with 29 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2000Final
Other Business ActivitiesSells Insurance
Lawrence is an insurance agent, an advisory representative of an RIA, the owner of a consulting/coaching business, a mortgage broker, and an independent contractor for estate planning. These activities take about 10-20% of his time, nearly full-time, about 10-20% of his time, a few hours per week, and minimal time, respectively.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Cooper Mcmanus
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
June 2015 - March 2020 · 4 yrs 9 mos
LPL Financial LLCBroker
June 2010 - June 2015 · 5 yrs
LPL Financial LLC
June 2010 - June 2015 · 5 yrs
Ameriprise Financial Services, INC.Broker
April 2005 - June 2010 · 5 yrs 2 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2006 · 1 yr 3 mos
Ameriprise Financial Services, INC.
March 2005 - June 2010 · 5 yrs 3 mos
Unionbanc Investment Services, LLC
September 2001 - March 2005 · 3 yrs 6 mos
Unionbanc Investment Services, LLCBroker
August 2001 - March 2005 · 3 yrs 7 mos
H&r Block Financial Advisors, INC.Broker
June 2001 - August 2001 · 2 mos
Cal Fed InvestmentsBroker
January 2000 - December 2000 · 11 mos
Ascend Financial Services, INC.Broker
July 1999 - January 2000 · 6 mos
Golden State Mutual Securities CORP.Broker
August 1997 - May 1999 · 1 yr 9 mos
Pruco Securities CorporationBroker
May 1996 - April 1997 · 11 mos
Princor Financial Services CorporationBroker
March 1996 - May 1996 · 2 mos
First Investors CorporationBroker
April 1995 - November 1995 · 7 mos
State Registrations8 states
ALCAGAIDINNVTXVA
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.