Gregory W. Lawrence
Professional summary
Gregory William Lawrence, CFP®, who also goes by Greg Lawrence, is a registered financial advisor currently at ODIORNE POINT ASSET MANAGEMENT, LLC located in Estero, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gregory has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory William Lawrence's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
December 19, 2023 - Present
ODIORNE POINT ASSET MANAGEMENT, LLC
February 24, 2021 - October 26, 2023
ESTATE PLANNERS OF NEW ENGLAND, LLC
April 1, 2009 - August 5, 2015
APW CAPITAL, INC.
April 3, 2006 - April 9, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
December 16, 2004 - February 8, 2019
ESTATE PLANNERS OF NEW ENGLAND, LLC
July 30, 2001 - December 31, 2005
OSAIC FS, INC.
July 10, 2001 - April 12, 2006
OSAIC FS, INC.
January 5, 2001 - July 10, 2001
COMMONWEALTH FINANCIAL NETWORK
March 29, 2000 - January 11, 2001
IAC SECURITIES, INC.
April 15, 1983 - January 12, 1999
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2024)
(12/19/2023)
Exams
Current Firm
ODIORNE POINT ASSET MANAGEMENT, LLC
CRD#: 324617 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 52,167,000 |
Red Flags
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