Lawrence S. Chin
Professional summary
Lawrence Seungbum Chin, CFP®, who also goes by Lawrence S Chin, Lawrence Chin, Seung Bum Chin, is a registered financial advisor currently at MONEY CALCULUS LLC located in Allen, Texas.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lawrence has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Seungbum Chin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
May 29, 2024 - Present
MONEY CALCULUS LLC
May 6, 2009 - July 23, 2024
DNT FINANCIAL, LLC
March 4, 2009 - March 24, 2009
LPL FINANCIAL LLC
February 25, 2009 - March 24, 2009
LPL FINANCIAL LLC
November 20, 1998 - July 9, 2002
DRESDNER KLEINWORT WASSERSTEIN, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2024)
Exams
Current Firm
MONEY CALCULUS LLC
CRD#: 331211 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 19,561,127 |
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.
