LT
CFP
LT
CFP

Lawrence Tundidor

16 Years of Experience
Philadelphia, PA
BrokerSells Insurance

Lawrence Tundidor is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 16 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1800 John F Kennedy Blvd Ste 300, Philadelphia, PA, 19103

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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 selling fixed insurance products since 2013, dedicating about a quarter of his time. He is also the CEO/President of LST Financial Services LLC (an S-Corp for tax purposes), owns rental property, and owns Tundidor Wealth & Investment Group, a financial services DBA, spending nearly full-time hours per week on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2009 - June 2021 · 11 yrs 9 mos
Voya Financial Advisors, INC.Broker
July 2009 - June 2021 · 11 yrs 11 mos
State Registrations19 states
AZCACTDEFLGAILLAMDMINCNHNJNYPASCTNTXVA
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 Tundidor - Financial Advisor | TrueAdvisor