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Lawrence Paul Roberts

GUIDESTREAM FINANCIAL, INC.·SPRING ARBOR, Michigan
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8050 SPRING ARBOR ROAD, SPRING ARBOR, MI 49283CRD# 6466144Firm CRD# 150890
01

About

Lawrence Paul Roberts is a registered financial advisor based in SPRING ARBOR, Michigan, affiliated with GUIDESTREAM FINANCIAL, INC.. 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
03

Firm Overview

Firm
GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC.
AUM
$203M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GUIDESTREAM FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6466144
Firm CRD# 150890
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Paul Roberts offer?
Lawrence Paul Roberts specializes in Financial Planning, Investment Management. Contact their office in SPRING ARBOR, Michigan for a consultation.
What are Lawrence Paul Roberts's credentials?
Lawrence Paul Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Paul Roberts located?
Lawrence Paul Roberts is based in SPRING ARBOR, Michigan, working with GUIDESTREAM FINANCIAL, INC.. Their office serves clients in the SPRING ARBOR metropolitan area and surrounding communities.
How does Lawrence Paul Roberts charge for services?
Lawrence Paul Roberts'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 GUIDESTREAM FINANCIAL, INC.?
GUIDESTREAM FINANCIAL, INC. has approximately 8 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPRING ARBOR
Mark Steven Olson — GUIDESTREAM FINANCIAL, INC.Daniel Alan Kurtz — GUIDESTREAM FINANCIAL, INC.William Clark Crothers — GUIDESTREAM FINANCIAL, INC.David Russell Goodnight — GUIDESTREAM FINANCIAL, INC.Gene Emmet Keene — GUIDESTREAM FINANCIAL, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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