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Lawrence Randall Spinosa

SPINOSA WEALTH MANAGEMENT GROUP, LLC·MANDEVILLE, Louisiana
Clean recordSPINOSA WEALTH MANAGEMENT GROUP, LLC
4565 LASALLE STREET, MANDEVILLE, LA 70471CRD# 1453282Firm CRD# 170903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Randall Spinosa · MANDEVILLE, LA
Registration
CRD #1453282 · SPINOSA WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Randall Spinosa is a registered financial advisor based in MANDEVILLE, Louisiana, affiliated with SPINOSA WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SPINOSA WEALTH MANAGEMENT GROUP, LLC
SPINOSA WEALTH MANAGEMENT GROUP
AUM
$128M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SPINOSA WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1453282
Firm CRD# 170903
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Randall Spinosa offer?
Lawrence Randall Spinosa specializes in Financial Planning, Investment Management. Contact their office in MANDEVILLE, Louisiana for a consultation.
What are Lawrence Randall Spinosa's credentials?
Lawrence Randall Spinosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Randall Spinosa located?
Lawrence Randall Spinosa is based in MANDEVILLE, Louisiana, working with SPINOSA WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the MANDEVILLE metropolitan area and surrounding communities.
How does Lawrence Randall Spinosa charge for services?
Lawrence Randall Spinosa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPINOSA WEALTH MANAGEMENT GROUP, LLC?
SPINOSA WEALTH MANAGEMENT GROUP, LLC has approximately 3 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPINOSA WEALTH MANAGEMENT GROUP, LLC

Brittany Nichole Roaden
MANDEVILLE, LA

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Research
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