Paul
Lawless
Ameritas Advisory Services, LLC
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About this Advisor
Paul Lawless is a financial advisor based in Boca Raton, Florida, working with Ameritas Advisory Services, LLC. Paul has previously held positions at Connecticut General Life, Ameritas Investment Company, LLC, Lawless, Edwards And Warren-Wealth Management, Ameritas Life Insurance, Coventry First Life Settlement, Ameritas Advisory Services, LLC, Cig Companies, LLC, and Dixie C & S. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Paul is part of Ameritas Advisory Services, LLC, which operates out of Boca Raton, Florida. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Lawless Work History
Cig Companies, LLC
Dixie C & S
Ameritas Advisory Services, LLC
Ameritas Life Insurance
Ameritas Investment Company, LLC
Lawless, Edwards And Warren-Wealth Management
Coventry First Life Settlement
Connecticut General Life
Disclosures
Please visit the SEC profile of Paul Lawless to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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