AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

James Phillip Lorence

LVZ ADVISORS·HOLLAND, Michigan
Clean recordLVZ 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Phillip Lorence is a registered financial advisor based in HOLLAND, Michigan, affiliated with LVZ ADVISORS. 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

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LVZ, INC.
LVZ, INC.
AUM
$875M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at LVZ, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1354331
Firm CRD# 124228
View on FINRA BrokerCheck →

Looking for a financial advisor in HOLLAND?

Browse all registered financial advisors in HOLLAND, Michigan or claim this profile if it's yours.

Browse HOLLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Phillip Lorence offer?
James Phillip Lorence specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.
What are James Phillip Lorence's credentials?
James Phillip Lorence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Phillip Lorence located?
James Phillip Lorence is based in HOLLAND, Michigan, working with LVZ ADVISORS. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LVZ ADVISORS

Nathan Louis Baumann
HOLLAND, MI
Ryan J Vanderzwart
HOLLAND, MI

More Advisors in HOLLAND, Michigan

Brendon Bruce Johnson
WELL DONE, LLC·HOLLAND, MI
Ken Filippini
WEST MICHIGAN ADVISORS, LLC·HOLLAND, MI
James Walter Michner
DB & C ADVISORS, LLC·HOLLAND, MI
Aaron Michael Clark
WEST MICHIGAN ADVISORS, LLC·HOLLAND, MI
Scott Jonathan Demaagd
WELL DONE, LLC·HOLLAND, MI
Brian Lee Vandenbrink
WELL DONE, LLC·HOLLAND, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile