Lawrence
Schechter
Planned Asset Management
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About this Advisor
Lawrence Schechter is a financial advisor based out of Agoura Hills, California who has 13 years of industry experience. Schechter is an advisor for Planned Asset Management. Their career trajectory has included roles at Independent Financial Group, Planned Asset Management and M. S. Howells & Co. Schechter has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Louisiana. Planned Asset Management is a registered investment firm based out of Agoura Hills, CA. It manages $284 million in total assets across its 292 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 292 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. Planned Asset Management provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically vary depending on which services are provided. However, fee types charged by Planned Asset Management can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planned Asset Management Brokerage Details
$283,970,000
7
292
$972,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lawrence Schechter Work History
Lawrence has been registered as a financial advisor for 13 years.*
M. S. Howells & Co
Planned Asset Management
Independent Financial Group
*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 Schechter 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 Planned Asset Management
Agoura Hills, CA
Agoura Hills, CA
Calabasas, CA
Calabasas, CA
Agoura Hills, CA
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