Lawrence E. Portnoff
Professional summary
Lawrence E Portnoff, CFA, who also goes by Lawrence Portnoff, is a registered financial advisor currently at AI ADVISOR, INC. located in Wynnewood, Pennsylvania.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lawrence has worked at 1 firm and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence E Portnoff's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 2, 1995 - Present
AI ADVISOR, INC.
Office #1: 308 East Lancaster Avenue Suite 200, Wynnewood, PA 19096State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/2/1995)
Exams
Series 2
Date: 4/30/1990
Non-Member General Securities ExaminationCurrent Firm
AI ADVISOR, INC.
CRD#: 122984 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 19,172,507 |
Red Flags
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