Lawrence B. Cohen

FREEDOM ASSET MANAGEMENT

Mechanicsburg, PA

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CRD#: 1439027

Professional summary

Lawrence Benjamin Cohen, who also goes by Larry Cohen, Lawrence Benjamin Cohen Ria, is a registered financial advisor currently at FREEDOM ASSET MANAGEMENT INC. located in Mechanicsburg, Pennsylvania.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lawrence has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Cohen | Lawrence Benjamin Cohen Ria

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.

I ALSO SELL LIFE, ACCIDENT & HEALTH INSURANCE, AND FIXED ANNUITIES. I ENGAGE IN THESE BUSINESSES AS AN INDEPENDENT AGENT. THESE BUSINESS LINES ARE PART OF MY S-CORPORATION, "FREEDOM ASSET MANAGEMENT." I AM THE SOLE SHAREHOLDER AND PRESIDENT OF THE CORPORATION. THE ADDRESS OF THE CORPORATION IS 124 TUPELO STEET, HARRISBURG, PA 17110. I HAVE HELD INSURANCE LICENSES SINCE 1984 AND MARKET INSURANCE PRODUCTS TO MY INVESTMENT CLIENTS WHEN THESE PRODUCTS ARE IN LINE WITH THEIR INDIVIDUAL FINANCIAL NEEDS AND RISK TOLERANCE. I DEVOTE 1 TO 3 HOURS EACH DAY TO THIS BUSINESS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Benjamin Cohen's CRS (Customer Relationship Summary).

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

Current

April 21, 2008 - Present

FREEDOM ASSET MANAGEMENT INC.

RIA

CRD#: 122939

Mechanicsburg, PA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/21/2008)

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Exams

Current Firm

FREEDOM ASSET MANAGEMENT INC.

COHEN, LAWRENCE BENJAMIN | FREEDOM ASSET MANAGEMENT INC. | FREEDOM ASSET MANAGEMENT

CRD#: 122939 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/19/1992 Approved)

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Contact information

Main Address

Mechanicsburg, PA

Mailing Address

Phone number

(717) 540-1695

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 944,621

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.

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Lawrence B. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Benjamin Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM ASSET MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Current Firm

FREEDOM ASSET MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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