LV
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Lawrence Vanlandingham

5 Years of Experience
Winston-Salem, NC
Sells Insurance

Lawrence Vanlandingham is a registered investment advisor at Semmax Financial Advisors, INC., based in Winston-Salem, NC, with 5 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 778 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
778 clients
Average Client Portfolio
$508K average
Assets Under Management
$395.3M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $4.0M1.25%
$4M+1.00%

Accounts within the same household may be combined for a reduced advisory fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1447 Trade Mart Blvd, Winston-Salem, NC, 27127

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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 works at Semmax, Inc., an insurance agency, since 2022. He spends about 10-20% of his time writing new business, servicing existing business, and researching annuity and insurance options for clients.

Employment History
Current Registrations
Semmax Financial Advisors, INC.
May 2022 - Present · 4 yrs
Previous Registrations
Avantax Investment Services, INC.Broker
January 2022 - May 2022 · 4 mos
Avantax Advisory Services
January 2022 - May 2022 · 4 mos
Cuso Financial Services, L.P.
August 2020 - July 2021 · 11 mos
Cuso Financial Services, L.P.Broker
June 2020 - July 2021 · 1 yr 1 mo
State Registrations1 state
NC
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.
Lawrence Vanlandingham - Financial Advisor | TrueAdvisor