Lawrence
Shaw
Insight Securities, Inc
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About this Advisor
Lawrence Shaw is a financial advisor based out of Miami, Florida with 14 years of industry experience. Shaw is an employee of Insight Securities, Inc. During their career, Shaw has held roles at Insight Securities, I. (Formerly Horwitz & Associates, Inc) and Precise Investment Management, Inc. Shaw has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Maryland, Massachusetts, New York, North Carolina and Texas. Insight Securities, Inc is a financial advisory company that has its headquarters in Highland Park, IL. It has offices in five locations and a total of 24 employees. It has $163 million in total assets across its 222 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 222 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. Insight Securities, Inc provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types charged by Insight Securities, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$162,911,061
24
222
$733,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lawrence Shaw Work History
Lawrence has been registered as a financial advisor for 14 years.*
Precise Investment Management, Inc
Insight Securities, I. (Formerly Horwitz & Associates, 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 Lawrence Shaw 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 Insight Securities, Inc
Highland Park, IL
Brooklyn, NY
Highland Park, IL
Highland Park, IL
Miami, FL
El Paso, TX
Highland Park, IL
Miami, 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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