Lawrence A. Bassell
Professional summary
Lawrence Alan Bassell is a registered financial advisor currently at KOHR INVESTMENTS located in Mission Viejo, California.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lawrence has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Alan Bassell's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2019 - Present
KOHR INVESTMENTS
Office #1: 26522 La Alameda #210, Mission Viejo, CA 92691March 7, 2012 - August 26, 2021
O'CONNOR WEALTH MANAGEMENT, INC.
November 1, 2001 - February 21, 2012
PARK AVENUE SECURITIES LLC
February 8, 2000 - February 21, 2012
PARK AVENUE SECURITIES 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
(12/5/2019)
Exams
Current Firm
KOHR INVESTMENTS
CRD#: 305796 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 19,351,616 |
Red Flags
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