LR
LR

Lawrence Richmond

14 Years of Experience
Lynchburg, VA
1 DisclosureBroker

Lawrence Richmond is a registered investment advisor at Wells Fargo Advisors, based in Lynchburg, VA, with 14 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2304 Langhorne Rd, Lynchburg, VA, 24501

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History

Regulatory History (1)
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Judgment / Lien
May 2010
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
February 2021 - September 2021 · 7 mos
Truist Investment Services, INC.Broker
February 2021 - September 2021 · 7 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2016 - January 2018 · 1 yr 5 mos
Bb&t Investment Services, INC.Broker
August 2016 - January 2018 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - June 2016 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - June 2016 · 4 yrs
State Registrations9 states
CAFLMINCNESCTNTXVA
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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