Lawrence J Davsko
Professional Summary
Lawrence J Davsko, who also goes by Larry Davsko, is a registered financial advisor currently at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC located in Springfield, Illinois. Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lawrence has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Larry Davsko
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
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.
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
Current Firm
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3000 Professional Dr. Ste 201, Springfield, IL 62703Phone Number
(217) 753-4020# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,063AUM (Assets Under Management)
$705,730,199Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
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.
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
Primary Firm SEC Registration
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/6/2012)
(3/13/2012)
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.
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence J Davsko's CRS (Customer Relationship Summary).
Similar Advisors
T. ROWE PRICE ADVISORY SERVICES, INC.
THE MARSHALL FINANCIAL GROUP LLC
MORGAN STANLEY
FALCON WEALTH PLANNING, LLC