LR
CFP · ChFC
LR
CFP · ChFC
Lawrence Raymond is a CFP, ChFC-designated registered investment advisor, based in Wakefield, MA, with 50 years of industry experience.
Location
100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2023Denied
Customer Dispute
January 2000Settled
Other Business Activities
Lawrence is a board member for the Zoning Board of Appeals in the City of Bloomfield Hills, MI, since January 2022. He spends a few hours per week reviewing zoning appeals issues in this non-compensated position.
Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
January 2020 - Present · 6 yrs 4 mos
Sentinel Securities, LLC.Broker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Abg Portfolio Strategies, INC.
May 2012 - March 2020 · 7 yrs 10 mos
Valmark Advisers, INC.
February 2012 - December 2019 · 7 yrs 10 mos
Valmark Securities, INC.Broker
January 2012 - December 2019 · 7 yrs 11 mos
Abg Portfolio Strategies, INC.
August 2010 - September 2011 · 1 yr 1 mo
AXA Advisors, LLC
July 2010 - February 2012 · 1 yr 7 mos
AXA Advisors, LLC
April 1992 - December 2002 · 10 yrs 8 mos
AXA Advisors, LLCBroker
October 1980 - February 2012 · 31 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1975 - January 2000 · 24 yrs 4 mos
State Registrations1 state
MI
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.