Lawrence P. Milford

HOLISTIC FINANCE

Lakeland, FL

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CRD#: 4866862

Professional summary

Lawrence Paul Milford, CFP® is a registered financial advisor currently at HOLISTIC FINANCE LLC located in Lakeland, Florida.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lawrence has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Paul Milford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 21, 2026 - Present

HOLISTIC FINANCE LLC

RIA

CRD#: 335108

Lakeland, FL

Past

September 27, 2011 - October 20, 2023

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

TAMPA, FL

Past

April 29, 2009 - December 19, 2009

PEAK SECURITIES CORPORATION

CRD#: 107907

LARGO, FL

Past

January 30, 2006 - January 26, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TAMPA, FL

Past

May 3, 2005 - January 26, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOLISTIC FINANCE LLC

CRD#: 335108 / SEC#: 801-132342

RIA

Registered Investment Advisory firm - (4/25/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/27/2026)

IAR

Texas
(1/21/2026)

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

State Security Law Exam

IAR

Series 65

Date: 7/30/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/31/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/2/2005

General Securities Representative Examination

Current Firm

HOLISTIC FINANCE LLC

CRD#: 335108 / SEC#: 801-132342

RIA

Registered Investment Advisory firm - (4/25/2025 Approved)

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Contact information

Main Address

Ninole, HI

Mailing Address

475 Kinoole St., Ste. 102 Pmb 300, Hilo, HI 96720

Phone number

(808) 746-7774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (1/21/2026)

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 7,857,000

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.

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Firm Stability Insights

Lawrence P. Milford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Paul Milford's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLISTIC FINANCE LLC

ERNST & YOUNG INVESTMENT ADVISERS LLP

PEAK SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

HOLISTIC FINANCE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2011

Series 66

Date: 5/31/2005

Series 7

Date: 5/2/2005

Current Firm

HOLISTIC FINANCE LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOLISTIC FINANCE LLC

TRUST BUT VERIFY

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