Robert Lawrence is a CFP-designated registered investment advisor, based in Bear Creek Village, PA, with 19 years of industry experience.
Location
Bear Creek Village, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in numerous business activities, including rental property ownership/management, accounting/tax preparation, Wendy's restaurant ownership/management, and serving as treasurer for a non-profit and HOA. He also owns and operates Strategic Personal Financial Management LLC, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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