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Lawrence Randall Spinosa

SPINOSA WEALTH MANAGEMENT GROUP, LLC·MANDEVILLE, Louisiana
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPChFCClean record23 years registeredSPINOSA 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

SPINOSA WEALTH MANAGEMENT GROUP
Sep 2014 – present
LPL FINANCIAL LLC
May 2003 – Mar 2016
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 7, 2003
Years registered · 23
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPINOSA WEALTH MANAGEMENT GROUP, LLC
CRD 170903 · SEC 801-120889
AUM
$128M
Regulatory assets under management
Employees
3
269 client accounts
Services offered by SPINOSA WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPINOSA WEALTH MANAGEMENT GROUP, LLC →
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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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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CFP

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