Lawrence
Rand
Practicecfo Investments
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About this Advisor
Lawrence Rand is a financial advisor based in San Diego, California, working with Practicecfo Investments. Lawrence has previously held positions at Rancho Valencia Resort And Spa, Redhill Realty Investors, Deutsche Bank USA, Pernod Ricard USA, Barbara Bry For San Diego Mayor, and Practicecfo. Lawrence has passed the Series 65 regulatory exam and is registered to provide services in Alaska, California, Pennsylvania, Texas, and Washington. Currently, Lawrence is part of Practicecfo Investments, which operates out of San Diego, California. The firm has 9 employees and manages assets totaling $394.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Practicecfo Investments includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Practicecfo Investments Brokerage Details
$394,897,704
9
1,046
$377,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Lawrence Rand Work History
Practicecfo
Barbara Bry For San Diego Mayor
Pernod Ricard Usa
Deutsche Bank Usa
Redhill Realty Investors
Rancho Valencia Resort And Spa
Student
Disclosures
Please visit the SEC profile of Lawrence Rand 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 Practicecfo Investments
Seattle, WA
San Diego, CA
San Diego, CA
Pflugerville, TX
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
