Lawrence
Spinosa
Spinosa Wealth Management Group
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About this Advisor
Lawrence Spinosa is a certified financial planner and chartered financial consultant who works out of Mandeville, Louisiana with 9 years of relevant experience. Spinosa is on the advisory team at Spinosa Wealth Management Group. Spinosa has gained experience at Lpl Financial, LLC, Spinosa & Associates, Inc and Spinosa Wealth Management Group, LLC. Spinosa has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Louisiana and Texas. Spinosa Wealth Management Group is a business operating out of Mandeville, LA. It administers $113 million in assets between its 252 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises one charitable organizations. Of its 252 accounts, 56% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Spinosa Wealth Management Group offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically depend on which services are offered. However, fee types charged by Spinosa Wealth Management Group may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spinosa Wealth Management Group Brokerage Details
$113,203,934
3
252
$449,222
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lawrence Spinosa Work History
Lawrence has been registered as a financial advisor for 9 years.*
Spinosa Wealth Management Group, LLC
Lpl Financial, LLC
Spinosa & 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 Spinosa 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 Spinosa Wealth Management Group
Mandeville, LA
Mandeville, LA
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.
