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LD

Lawrence J. Dove

CORE PARTNERS
Austin, TX
Some features on this profile are disabled
CRD#: 5660270
LD

Professional summary


Lawrence John Dove, who also goes by Lars Dove, Lawrence J Dove, is a registered financial advisor currently at CORE PARTNERS located in Austin, Texas.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lawrence has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lars Dove | Lawrence J Dove

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.
INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING LIFE AND HEALTH INSURANCE PRODUCTS; START DATE 11/2014; NON-INVESTMENT RELATED; ~5 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lawrence John Dove's 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®
None

Experience


Current

July 17, 2019 - Present

CORE PARTNERS

RIA
CRD#: 300771
Austin, TX
Past

February 23, 2016 - June 6, 2019

OSAIC SERVICES, INC.

RIA
CRD#: 133763
AUSTIN, TX
Past

February 17, 2015 - June 6, 2019

OSAIC SERVICES, INC.

BD
CRD#: 133763
AUSTIN, TX
Past

March 4, 2010 - February 20, 2015

NYLIFE SECURITIES LLC

BD
CRD#: 5167
AUSTIN, TX

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
Oklahoma
(6/9/2022)
IAR
Texas
(7/17/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/3/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CP
CORE PARTNERS
CAVALRY FINANCIAL SERVICES CO. LLC | MONARCH FINANCIAL | CORE PARTNERS | CORE INVESTMENT GROUP, LLC

CRD#: 300771 / SEC#:

Florida
Registered Investment Advisory firm - (1/5/2024 Approved)
Kansas
Registered Investment Advisory firm - (12/5/2023 Approved)
Ohio
Registered Investment Advisory firm - (2/28/2020 Approved)
Oklahoma
Registered Investment Advisory firm - (6/7/2022 Approved)
Texas
Registered Investment Advisory firm - (7/15/2019 Approved)
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Contact information


Main Address
Austin, TX
Mailing Address
8708 S Congress Ave Ste E500-360, Austin, TX 78745
Phone number
(512) 496-4333
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts318
AUM (Assets Under Management)$ 44,362,687

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.

Company Information


CORE PARTNERS

CRD#: 300771Austin, TX

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