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Lawrence Lathrop

24 Years of Experience
Canyon Lake, CA
Sells Insurance

Lawrence Lathrop is a registered investment advisor at Cetera Investment Advisers LLC, based in Canyon Lake, CA, with 24 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Canyon Lake, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Lawrence owns Nautilus Tax and Wealth Solutions, providing income tax services as a CPA since 2006, and Lathrop Insurance Services, selling health insurance since 2001. The time commitment for the tax business varies.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2001 - June 2023 · 22 yrs 4 mos
Cetera Financial Specialists LLCBroker
December 2000 - June 2023 · 22 yrs 6 mos
State Registrations1 state
CA
Advisor

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.