Lawrence Winer is a registered investment advisor at Blue Fox Advisors, LLC, based in Sarasota, FL, with 13 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Sarasota, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Blue Fox Advisors, LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Ned Davis Research, INC.
January 2013 - March 2020 · 7 yrs 2 mos
State Registrations1 state
PA
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.