Julie
Lawrence
Lawrence Financial Planning, LLC
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About this Advisor
Julie Lawrence is a certified financial planner operating out of Tampa, Florida with a total of 14 years of relevant experience. Lawrence is currently employed by Lawrence Financial Planning, LLC. Their career trajectory has included roles at Florida Financial Advisors, Inc and Lawrence Financial Planning, LLC. Lawrence maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Florida and Texas. Lawrence Financial Planning, LLC is a registered investment business operating out of Tampa, FL. It controls $115 million in total assets across its 76 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 76 accounts, just 14% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Lawrence Financial Planning, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees depend on the services provided. However, fee types billed by Lawrence Financial Planning, LLC most likely include any blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lawrence Financial Planning, LLC Brokerage Details
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$114,595,677
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5
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76
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$1,507,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Julie Lawrence Work History
Julie has been registered as a financial advisor for 14 years.*
Lawrence Financial Planning, LLC
Florida Financial Advisors, Inc
*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 Julie Lawrence 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 Lawrence Financial Planning, LLC
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
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