Lawrence E Portnoff
CFAProfessional 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lawrence Portnoff
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
AI ADVISOR, INC. | INTEGRATED FINANCIAL RESOURCES, INC.
Contact Information
Main Address
Penn Valley, PAMailing Address
P.o. Box 248, Narberth, PA 19072Phone Number
(610) 771-1776# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$20,093,178Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(10/2/1995)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Apr 1990Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lawrence E Portnoff's CRS (Customer Relationship Summary).
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