Lawrence B. Raymond

SENTINEL PENSION ADVISORS.

Troy, MI 48084

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CRD#: 812097

Professional summary

Lawrence Brian Raymond, AIF®, CFP® is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Troy, Michigan and SENTINEL SECURITIES, LLC. located in Troy, Michigan.

Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1975. Lawrence has worked at 7 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 7 and Series 1 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.

City of Bloomfield Hills, MI. Board Member for Zoning Board of Appeals . 5 hours per month reviewing zoning appeals issues. Start date 1.1.2022. Non compensated position, not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Brian Raymond'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

January 2, 2020 - Present

SENTINEL PENSION ADVISORS, LLC.

Office #1: 3001 W Big Beaver Suite 302, Troy, MI 48084

RIA

CRD#: 109901

Troy, MI

Current

January 2, 2020 - Present

SENTINEL SECURITIES, LLC.

Office #1: 3001 W Big Beaver Suite 302, Troy, MI 48084

CRD#: 110942

Troy, MI

Past

May 1, 2012 - March 9, 2020

ABG PORTFOLIO STRATEGIES, INC.

RIA

CRD#: 111116

BINGHAM FARMS, MI

Past

February 8, 2012 - December 31, 2019

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

BINGHAM FARMS, MI

Past

January 31, 2012 - December 31, 2019

VALMARK SECURITIES, INC.

CRD#: 31243

BINGHAM FARMS, MI

Past

August 27, 2010 - September 13, 2011

ABG PORTFOLIO STRATEGIES, INC.

RIA

CRD#: 111116

BINGHAM FARMS, MI

Past

July 21, 2010 - February 1, 2012

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BINGHAM FARMS, MI

Past

April 15, 1992 - December 31, 2002

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BINGHAM FARMS, MI

Past

October 20, 1980 - February 1, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

BINGHAM FARMS, MI

Past

September 5, 1975 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

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".

SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901 / SEC#: 801-55783

RIA

Registered Investment Advisory firm - (8/5/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Michigan
(1/2/2020)

IAR

Michigan
(1/2/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22TO

Date: 1/2/2023

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 8/28/1975

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901 / SEC#: 801-55783

RIA

Registered Investment Advisory firm - (8/5/1998 Approved)

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Contact information

Main Address

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

Mailing Address

Phone number

(781) 914-1450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SENTINEL PENSION ADVISORS WRAP BROCHURE 3.31.2025 (6/9/2025)

SENTINEL PENSION ADVISORS FORM ADV PART 2 3.31.2025 (4/18/2025)

Regulatory assets under management

Total Number of Accounts	3,113
AUM (Assets Under Management)	$ 10,730,228,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2025	Cover Page	Report
09/23/2024	Cover Page	Report
10/23/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Lawrence B. Raymond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Brian Raymond's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL SECURITIES, LLC.

ABG PORTFOLIO STRATEGIES, INC.

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

ABG PORTFOLIO STRATEGIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

Primary Firm SEC Registration

SENTINEL PENSION ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/1996

Series 63

Date: 12/8/1983

Series 22TO

Date: 1/2/2023

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

Series 1

Date: 8/28/1975

FINRA

Current Firm

SENTINEL PENSION ADVISORS, LLC.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SENTINEL PENSION ADVISORS, LLC.

TRUST BUT VERIFY

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