GL
Gary M. Lawrence
PACIFIC GLOBAL ADVISORY GROUP LLC
Dallas, TX 75219
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CRD#: 5953192
GL
Professional summary
Gary M. Lawrence is a registered financial advisor currently at PACIFIC GLOBAL ADVISORY GROUP LLC located in Dallas, Texas.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gary has worked at 1 firm and has passed the Series 65 exam.
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.
I AM A MEMBER OF THE ADJUNCT FACULTY OF SOUTHERN METHODIST UNIVERSITY WHERE I TEACH DUE DILIGENCE IN BUSINESS TRANSACTIONS TO MBA, JD AND LLM CANDIDATES, AND AM THE EXECUTIVE DIRECTOR OF THE CENTER FOR ADVANCED DUE DILIGENCE STUDIES, AN INDEPENDENT ACADEMIC AND RESEARCH ORGANIZATION. THESE POSITIONS INVOLVE PRACTICAL AND SCHOLARLY ISSUES RELATED TO INVESTMENTS BUT DO NOT INCLUDE THE ACTUAL MANAGING OF FUNDS. MY RELATIONSHIP WITH THE UNIVERSITY BEGAN IN APPROXIMATELY 1999 AS AN OCCASIONAL RESEARCHER AND GUEST LECTURER. THE ADDRESS OF SMU IS 6425 BOAZ LANE DALLAS TX 75205. ON AVERAGE, I CURRENTLY DEVOTE APPROXIMATELY HALF OF MY WORKING TIME, INCLUDING TRADING DAY HOURS, TO MY ACADEMIC AND SCHOLARLY ENDEAVORS. I AM ALSO THE FOUNDER, EXECUTIVE CHAIR, AND CHIEF INVESMENT OFFICER OF PACIFIC FINANCAL GROUP WHICH INCLUDES, IN ADDITION TO THE REGISTERED INVESTMENT ADVISOR PACIFIC GLOBAL ADVISORY GROUP LLC, ITS AFFILIATED PRIVATE INVESTMENT FUNDS PACIFIC VENTURE INVESTMENTS LLC AND PACIFIC BROADCASTING COMPANY. THE FUNDS ARE FAMILY OFFICE ENTITIES OWNED BY MEMBERS OF THE GARY M. LAWRENCE FAMILY AND THEIR RELATED ENTITIES, AND THEREFORE ARE NOT OPEN TO CLIENTS OF PACIFIC GLOBAL ADVISORY GROUP AND NO PARTIES OTHER THAN LAWRENCE FAMILY AFFILIATES OWN ANY INTERESTS IN THE FUNDS. THE ADDRESS OF THE FUNDS IS THE NURSES QUARTERS AT OLD PARKLAND, 3949 MAPLE AVENUE, SUITE 450, DALLAS, TX 75219. THE NATURE OF THE FUNDS' BUSINESS IS INVESTING IN MARKETABLE AND NON-MARKETABLE SECURITIES, OPERATING COMPANIES AND OTHER ASSETS AND PROPERTIES. ON AVERAGE, I DEVOTE APPROXIMATELY TEN HOURS PER MONTH TO THE FUNDS, APPROXIMATELY HALF OF WHICH ARE DURING THE TRADING DAY. MY RELATIONSHIP WITH THE FUNDS STARTED IN APPROXIMATELY 2002. MY DUTIES ARE TO INVEST THE FUNDS' ASSETS PRUDENTLY AND TO MANAGE THOSE INVESTMENTS FOR LONG TERM APPRECIATION AND TAX EFFICIENCY. I ALSO SERVE AS THE CO-EXECUTIVE DIRECTOR OF THE LAWRENCE FAMILY CHARITABLE ENDOWMENT, OUR FAMILY'S CHARITABLE GIVING VEHICLE. MY RELATIONSHIP WITH THE ENDOWMENT BEGAN IN 2006 AND CONTINUES. THE TIME I DEVOTE TO THIS ORGANIZATION VARIES SEASONALLY BUT IS TYPICALLY LESS THAN 5 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 12, 2011 - Present
PACIFIC GLOBAL ADVISORY GROUP LLC
Office #1: 3949 Maple Avenue Suite 450, Dallas, TX 75219RIA
CRD#: 158601
Dallas, 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
Texas(9/12/2011)
Current Firm
PG
PACIFIC GLOBAL ADVISORY GROUP LLC
LAWRENCE & PARTNERS LLC | PACIFIC GLOBAL ADVISORY GROUP LLC
CRD#: 158601 / SEC#:
Texas
Registered Investment Advisory firm - (9/12/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3949 Maple Avenue Suite 450, Dallas, TX 75219
Mailing Address
Phone number
(214) 865-6469
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 85,033,353 |
Red Flags
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Company Information
PACIFIC GLOBAL ADVISORY GROUP LLC
CRD#: 158601Dallas, TX 75219TRUST BUT VERIFY
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