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AL

Arthur B. Laurence

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CRD#: 1092078
AL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arthur Bruce Laurence was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1983. Arthur had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 19, 2004 - November 22, 2010

THE PLANNERS NETWORK, INC.

RIA
CRD#: 108355
LOGAN, UT
Past

February 15, 2002 - August 15, 2003

THE PLANNERS NETWORK, INC.

RIA
CRD#: 108355
LOGAN, UT
Past

October 5, 1999 - October 31, 2014

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOGAN, UT
Past

May 19, 1992 - October 7, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

May 25, 1990 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

November 6, 1989 - April 24, 1990

RICHARDS INVESTMENTS

BD
CRD#: 3176
SALT LAKE CITY, UT
Past

August 2, 1989 - September 9, 1989

RICHARDS INVESTMENTS

BD
CRD#: 3176
SALT LAKE CITY, UT
Past

February 25, 1989 - July 31, 1989

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

December 2, 1987 - March 15, 1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

November 13, 1986 - December 8, 1987

IRONWOOD SECURITIES, INC.

BD
CRD#: 13543
Past

March 1, 1983 - July 19, 1985

BOARDWALK CAPITAL CORPORATION

BD
CRD#: 10279

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/29/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TP
THE PLANNERS NETWORK, INC.
ALASKA FINANCIAL ASSOCIATES | WEALTH MANAGEMENT INTERNATIONAL, LTD. | THUROW WEALTH MANAGEMENT, INC. | THE PLANNERS NETWORK, INC. | MOORE FINANCIAL SERVICES | MISSION HILLS FINANCIAL, INC. | LORD WEALTH MANAGEMENT | ANACORTES FINANCIAL ASSOCIATES

CRD#: 108355 / SEC#: 801-60247

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Contact information


Main Address
43418 Business Park Dr., Temecula, CA 92590
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE PLANNERS NETWORK, INC.

CRD#: 108355

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