Unclaimed Profile

James Phillip Lorence

LVZ ADVISORS·HOLLAND, Michigan

SIE, Series 4, Series 6, Series 7, Series 24, Series 51, Series 52, Series 62, Series 63, Series 65CFPClean record19 years registeredLVZ ADVISORS

240 SOUTH RIVER AVENUE, HOLLAND, MI 49423CRD# 1354331Firm CRD# 124228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Phillip Lorence · HOLLAND, MI

Registration

CRD #1354331 · LVZ ADVISORS · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LVZ ADVISORS

HARBOUR INVESTMENTS, INC.

Mar 2017 – Dec 2018

Holland, MI

LVZ, INC.

Feb 2010 – Dec 2021

HOLLAND, MI

NEXT FINANCIAL GROUP, INC.

Aug 2007 – Mar 2017

HOLLAND, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 51

Series 52

Series 62

Series 63

Series 65

Registration record

First registered · August 1, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LVZ, INC.

CRD 124228 · SEC 801-66772

AUM

$875M

Regulatory assets under management

Employees

5,075 client accounts

Services offered by LVZ, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LVZ, INC. →

Introduction

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Frequently Asked Questions

What services does James Phillip Lorence offer?

James Phillip Lorence specializes in Financial Planning, Investment Management.

What are James Phillip Lorence's credentials?

James Phillip Lorence holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Phillip Lorence located?

James Phillip Lorence is based in HOLLAND, Michigan, last registered with LVZ ADVISORS.

How does James Phillip Lorence charge for services?

James Phillip Lorence'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 LVZ ADVISORS?

LVZ ADVISORS has approximately 25 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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