Lawrence Velarde (CRD# 4416964) is an Investment Advisor Representative working at Fisher Investments in Cumberland, RI and has over 10 years of experience in the finance industry.
CRD# 2054637
Securities America Advisors, Inc.
CRD# 6905985
Edward Jones
CRD# 1257320
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | Oct 2017 - Current | 6 |
| Tiaa | Cambridge, MA | Mar 2014 - Sep 2017 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Cambridge, MA | Mar 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- RI
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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