Lawrence
Pereira
Capital Markets Iq, LLC
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About this Advisor
Lawrence Pereira is a financial advisor operating out of Arlington, Texas who has 7 years of relevant experience. Pereira is an employee of Capital Markets Iq, LLC. Their career trajectory has included roles at Govdesk, LLC (D/B/A Seagate Global Advisors), Capital Markets Iq, LLC, Seagate Global Wealth Management, Seagate Global Advisors, LLC, King Harbor Wealth Management, LLC, Dv01 and American Realty Advisors. Pereira holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in California. Capital Markets Iq, LLC is a registered investment firm with a branch in Arlington, Texas. The company has offices in 20 locations and a total of 25 financial advisors. It has $322 million in assets among its 689 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 689 client accounts, just 14% belong to high-net-worth investors who have greater than $1 million in investable assets. Capital Markets Iq, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. Fee types charged by Capital Markets Iq, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Markets Iq, LLC Brokerage Details
$322,400,000
25
689
$467,925
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
- Educational seminars/workshops
- Other
Lawrence Pereira Work History
Lawrence has been registered as a financial advisor for 7 years.*
American Realty Advisors
Capital Markets Iq, LLC
King Harbor Wealth Management, LLC
Dv01
Seagate Global Wealth Management
Seagate Global Advisors, LLC
Govdesk, LLC (D/B/A Seagate Global Advisors)
*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 Pereira 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 Capital Markets Iq, LLC
Melville, NY
Palm Beach Gardens, FL
Arlington, TX
Palm Beach Gardens, FL
Arlington, TX
Arlington, TX
Arlington, TX
Miami, FL
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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