Lawrence Smith Email & Phone Number
President and Wealth Planning Advisor @ ELS Vision Wealth Management
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Lawrence Smith Location
- Texas, United States
Lawrence Smith Work
- 2017 -now President and Wealth Planning Advisor @
- 2014 -now Wealth Planning Advisor (Investment Advisor Representative) @ Osaic
- 2014 -2017 Financial Planner @ Strategic Wealth Partners
- 2011 -2014 Retirement Consultant, Southwest Region @
- 2008 -2011 Licensed Banker @
Lawrence Smith Education
- Howard University School of Business
Certificate in Financial Planning (Financial Planning and Services)
2020-2021 - College for Financial Planning 2013-2014
- Paul Quinn College
Bachelors of Science (Business Administration)
2003
Lawrence Smith Summary
- Lawrence Smith, based in Texas, United States, is currently a President and Wealth Planning Advisor at ELS Vision Wealth Management. Lawrence Smith brings experience from previous roles at Osaic, Strategic Wealth Partners, Lincoln Financial Group and JPMorgan Chase. Lawrence Smith holds a 2020 - 2021 Certificate in Financial Planning in Financial Planning and Services @ Howard University School of Business. Lawrence Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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