Lawrence Roemer
Lawrence Roemer is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Suwanee, GA, with 21 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
Firm Size
IM Fee
Assets Under Management
Location
Suwanee, GA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is an agent for fixed insurance sales and service since 1998, dedicating about 10-20% of his time. He also provides tax and accounting consulting for business owners through Aspire CPA Group and owns Infinity CPA Network, an insurance wholesaler, spending about 10-20% of his time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Esi Financial Advisors
Equity Services, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Triad Advisors, INC.Broker
Invest Financial CorporationBroker
Intersecurities, INC.Broker
Intersecurities, INC.Broker
State Registrations2 states
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.