Lawrence Marsh
Lawrence Marsh is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 48 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1560 Orange Avenue, Suite 650, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Civil
April 1983Other Business Activities
Lawrence is a member of the Finance/Investment Committee for All Saints Episcopal Church, dedicating minimal time to discussing the parish's financial conditions. He also works as an associate/employee and financial advisor for Winter Park Wealth Group, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company INC.Broker
Loeb PartnersBroker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations19 states
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.