Lawrence
Edwards
Transamerica Financial Advisors, Inc
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About this Advisor
Lawrence Edwards is a financial advisor based in Torrance, California with 5 years of relevant experience. Edwards is currently employed by Transamerica Financial Advisors, Inc. During their career, Edwards has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Body And Soul Hair Salon, Maxcap Properties, Bershire Hathaway Home Services, Netlaw, Wfg Direct and Synergy Financial. Edwards maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Transamerica Financial Advisors, Inc is a business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets under management between its 59,659 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Lawrence Edwards Work History
Lawrence has been registered as a financial advisor for 5 years.*
Wfg Direct
Synergy Financial
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Netlaw
Body And Soul Hair Salon
Maxcap Properties
Bershire Hathaway Home Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lawrence Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
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Braintree, MA
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