LK
LK

Lawrence Kearney

22 Years of Experience
Trenton, MI
Broker

Lawrence Kearney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Trenton, MI, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2675 West Jefferson, Suite 2, Trenton, MI, 48183

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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 Activities

Lawrence was a volunteer trustee for Community Care Services from 2006 to 2014, dedicating minimal time. He is also an employee/associate financial advisor for Oleson Financial, spending about half his time there, and owns Kearney Financial Services, LLC to facilitate payroll for his assistant, dedicating minimal time. Lawrence is also a trustee for the Downriver YMCA Board.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2010 - Present · 16 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2007 - April 2007 · 3 mos
Morgan Stanley Dw INC.Broker
January 2007 - April 2007 · 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2003 - January 2007 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - January 2007 · 3 yrs 8 mos
State Registrations10 states
CAFLHIIDMDMINMNVSCTX
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.
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