Lawrence J. Weller
Professional summary
Lawrence Joseph Weller, CFP®, ChFC®, who also goes by Lawrence Weller, is a registered financial advisor currently at ECF WEALTH, INC. located in Miami Beach, Florida.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Lawrence has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Joseph Weller's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
December 7, 2022 - Present
ECF WEALTH, INC.
August 2, 2017 - February 28, 2023
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
November 12, 2014 - July 31, 2017
THE WEALTH CONSULTING GROUP
November 10, 2014 - December 19, 2019
LPL FINANCIAL LLC
March 10, 2011 - November 13, 2014
NEW ENGLAND SECURITIES
November 25, 2009 - November 13, 2014
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2023)
(2/1/2023)
(2/1/2023)
(12/7/2022)
Exams
Current Firm
ECF WEALTH, INC.
CRD#: 323808 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 65,171,243 |
Red Flags
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