Lawrence
Fiorini

Cetera Advisor Networks LLC

CRD#1988099
Investment Advisor
in Pottstown, PA

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About this Advisor

Lawrence Fiorini is a certified financial planner operating in Pottstown, Pennsylvania who has 2 years of relevant experience. Fiorini is an advisor for Cetera Advisor Networks LLC. Their career trajectory has included roles at Larry Fiorini, Valmark, Cliftonlarsonallen Wealth Advisors, LLC, Cliftonlarsonallen Llp, Voya Financial Advisors, Inc, Kalejta Wealth Management and Cetera Advisor Networks LLC. Fiorini has a Series 63 license, certifying them as a securities agent, and can serve investors in Pennsylvania. Cetera Advisor Networks LLC is a registered investment firm based out of El Segundo, CA. The company has offices in 889 locations and a total of 2,881 advisors. It manages $47 billion in assets under management between its 192,956 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 664 charitable organizations. Of its 192,956 client accounts, 27% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a number of services, such as 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. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Cetera Advisor Networks LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

55 Sunnybrook Road
Pottstown, PA 19464

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

PA Average: $7,578,581,321
Total Number of Employees

2,881

PA Average: 43
Total Number of Accounts

192,956

PA Average: 3,727
Average Account Size

$241,772

PA Average: $2,033,427

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

Lawrence Fiorini Work History

Lawrence has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kalejta Wealth Management

2021 - Present (3 years)

Cetera Advisor Networks LLC

2021 - 2021 (< 1 year)

Voya Financial Advisors, Inc

2012 - 2021 (9 years)

Cliftonlarsonallen Llp

2006 - 2013 (7 years)

Valmark

2006 - 2021 (15 years)

Cliftonlarsonallen Wealth Advisors, LLC

2001 - 2013 (12 years)

Larry Fiorini

*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 Fiorini 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 Cetera Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

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.

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