Gary Lawrence is a registered investment advisor at Pacific Global Advisory Group LLC, based in Dallas, TX, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Global Advisory Group's fees are negotiated and based on a percentage of the value of your portfolio. Fees are paid at the end of each quarter. The firm does not receive any compensation from fund companies or brokerage firms, and no one at Pacific Global Advisory Group receives compensation based on trades or recommendations.
Location
3949 Maple Avenue, Suite 450, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is an adjunct faculty member at Southern Methodist University and the Executive Director of the Center for Advanced Due Diligence Studies, dedicating about half of his time to these academic endeavors. He is also the founder, executive chair, and chief investment officer of Pacific Financial Group and serves as the co-executive director of the Lawrence Family Charitable Endowment, spending minimal time on the endowment.
Employment History
Current Registrations
Pacific Global Advisory Group LLC
State Registrations1 state
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