LC
ChFC
LC
ChFC

Lawrence Crisp

24 Years of Experience
Montgomery, AL
BrokerSells Insurance

Lawrence Crisp is a ChFC-designated registered investment advisor, based in Montgomery, AL, with 24 years of industry experience.

Location

3170 Parliament Circle, Suite A, Montgomery, AL, 36116-7294

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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 an independent insurance agent and the owner of Abram Wealth Advisors, LLC, an insurance DBA. He also serves on the Troy University Legacy Giving Council, is a principal at AdvisorySouth, LLC, and owns Oxroo Properties, LLC, a real estate venture.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2022 - Present · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Level Four Financial, LLCBroker
January 2021 - August 2022 · 1 yr 7 mos
Level Four Advisory Services
August 2018 - August 2022 · 4 yrs
LPL Financial LLCBroker
July 2018 - December 2020 · 2 yrs 5 mos
Park Avenue Securities LLC
March 2014 - August 2018 · 4 yrs 5 mos
Park Avenue Securities LLCBroker
March 2014 - August 2018 · 4 yrs 5 mos
Northwestern Mutual Investment Services,llc
February 2012 - February 2014 · 2 yrs
Northwestern Mutual Investment Services, LLCBroker
May 2001 - February 2014 · 12 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
May 2001 - January 2002 · 8 mos
State Registrations2 states
ALMA
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.
Lawrence Crisp - Financial Advisor | TrueAdvisor