Morgan
Lawrence
Cambridge Investment Research Advisors, Inc
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About this Advisor
Morgan Lawrence is a financial advisor based out of Morgantown, West Virginia with 4 years of industry experience. Lawrence works at Cambridge Investment Research Advisors, Inc. During their career, Lawrence has held roles at Cambridge Investment Research Advisors, Inc, Oliverio'S Ristorante, Suttle & Stalnaker, Pllc, Caldalzo Contemporary Dance Studio, Thomas Financial, LLC, Monongalia County School, West Virginia University and Cambridge Investment Research. Lawrence maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and West Virginia. Cambridge Investment Research Advisors, Inc is a firm that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It has $82 billion in assets under management among its 461,370 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a diverse set 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, market timing services and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. Fees charged by Cambridge Investment Research Advisors, Inc can consist of some combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
- Market timing services
- Educational seminars/workshops
Morgan Lawrence Work History
Morgan has been registered as a financial advisor for 4 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research
Cambridge Investment Research
Caldalzo Contemporary Dance Studio
Thomas Financial, LLC
West Virginia University
Oliverio'S Ristorante
Suttle & Stalnaker, Pllc
Monongalia County School
*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 Cambridge Investment Research Advisors, Inc
Ann Arbor, MI
Tulsa, OK
Ormond Beach, FL
Glen Allen, VA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
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