Lawrence
Bogar

Advisory Services Network

CRD#1912461
Investment Advisor
in Montclair, NJ

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About this Advisor

Lawrence Bogar is a financial advisor based in Montclair, New Jersey, working with Advisory Services Network. Lawrence has previously held positions at Ameriprise Financial Services Inc, Wunderlich Securities, Inc, and Advisory Services Network, LLC. Lawrence has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Lawrence is part of Advisory Services Network, which operates out of Montclair, New Jersey. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26 Park Street Suite 2039
Montclair, NJ 07042

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

NJ Average: $3,570,121,308
Total Number of Employees

215

NJ Average: 58
Total Number of Accounts

24,286

NJ Average: 1,608
Average Account Size

$280,767

NJ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lawrence Bogar Work History

2018 - Present (7 years)

Advisory Services Network, LLC

2016 - 2017 (1 year)

Wunderlich Securities, Inc

2013 - 2015 (2 years)

Ameriprise Financial Services Inc

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Disclosures

Please visit the SEC profile of Lawrence Bogar 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 Advisory Services Network

Steffen Beck
Atlanta, GA
Justin Dorton
Camden, SC
Alexander Engen
Aurora, CO
Larry Harness
Sarasota, FL
Kaleb Bridgemohan
Atlanta, GA
Jack Bell
Atlanta, GA
David Eaton
Atlanta, GA
Andrew Schorr
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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