Morgan
Lawrence
Secure Asset Management, L.L.C
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About this Advisor
Morgan Lawrence is a financial advisor working out of Troy, Michigan. Lawrence is currently employed by Secure Asset Management, L.L.C. Lawrence has gained experience at Advisors Excel, Alliance Bank, First State Bank, Southwest National Bank, School, Ae Financial Services, LLC, Ae Wealth Management, LLC, Aurora Securities, Inc and Secure Asset Management, LLC. Lawrence holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kansas. Secure Asset Management, L.L.C is a registered investment company operating out of Troy, MI. The investment advisory business has offices in 15 locations and a total of 37 employees. It oversees $440 million in total assets across its 2,376 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,376 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Secure Asset Management, L.L.C has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which services are offered. However, fee types charged by Secure Asset Management, L.L.C likely are comprised of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$439,981,505
37
2,376
$185,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Morgan Lawrence Work History
Morgan has been registered as a financial advisor for 0 years.*
Aurora Securities, Inc
Secure Asset Management, LLC
Ae Wealth Management, LLC
Advisors Excel
Ae Financial Services, LLC
Alliance Bank
First State Bank
School
Southwest National Bank
*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 Morgan 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 Secure Asset Management, L.L.C
Bloomfield, MI
Troy, MI
Troy, MI
Fort Wayne, IN
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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