Lawrence James Savallo
Professional Summary
Lawrence James Savallo, who also goes by Lawrence J Savallo Jr, Lawrence James Savallo Jr, is a registered financial advisor currently at FOLIONET FINANCIAL LLC located in Miami, Florida. Lawrence is registered as a RR (Registered Representative) and started their career in finance in 1983. Lawrence has worked at 18 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lawrence J Savallo Jr, Lawrence James Savallo Jr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
FOLIONET FINANCIAL LLC | SANTOS CAPITAL GROUP, LLC
Contact Information
Main Address
1221 Brickell Avenue, Suite 900, Miami, FL 33131Mailing Address
1221 Brickell Avenue, Suite 900, Miami, FL 33131Phone Number
(305) 432-2290Established
Florida since 03/12/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lawrence James Savallo's CRS (Customer Relationship Summary).
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