Lawrence
Horowitz

Lincoln Financial Securities Corporation

CRD#847864
Investment Advisor
in Charlotte, NC
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About this Advisor

Lawrence Horowitz is an advisor located in Charlotte, North Carolina. Currently a registered financial advisor at Lincoln Financial Securities Corporation, they have gathered an impressive 42 years of professional experience. Horowitz has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Horowitz is able to work with investors in North Carolina. Over the course of their career, they have held roles at Woodbury Financial, H. Beck, Inc, L2 Financial and Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is based out of Charlotte, North Carolina, and operates out of 322 additional offices across the country. Overall, Lincoln Financial Securities Corporation oversees $3 billion in assets dispersed across 13,186 accounts and retains more than 1,017 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 2,740 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Lincoln Financial Securities Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

42 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,817,397,181

NC Average: $1,347,246,178
Total Number of Employees

1,017

NC Average: 46
Total Number of Accounts

13,186

NC Average: 1,775
Average Account Size

$213,666

NC Average: $759,012

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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
  • Other

Lawrence Horowitz Work History

Lawrence has 42 years of experience.

2015 - Present (4 years)

Lincoln Financial Securities Corporation

2012 - 2015 (3 years)

H. Beck, Inc

2007 - 2012 (5 years)

Woodbury Financial

1976 - Present (43 years)

L2 Financial

Disclosures

Lawrence Horowitz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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