AdvisorOS Directory
Claim Profile
JM

Jr. Lawrence Mcmanus

TEAM WEALTH PLANNING AND MANAGEMENT, INC.·CHAPEL HILL, North Carolina
Unclaimed Profile
1525 EAST FRANKLIN STREET, CHAPEL HILL, NC 27514CRD# 4751988Firm CRD# 129807
01

About

Jr. Lawrence Mcmanus is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with TEAM WEALTH PLANNING AND MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TEAM WEALTH PLANNING AND MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4751988
Firm CRD# 129807
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jr. Lawrence Mcmanus offer?
Jr. Lawrence Mcmanus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Jr. Lawrence Mcmanus's credentials?
Jr. Lawrence Mcmanus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Lawrence Mcmanus located?
Jr. Lawrence Mcmanus is based in CHAPEL HILL, North Carolina, working with TEAM WEALTH PLANNING AND MANAGEMENT, INC.. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Jr. Lawrence Mcmanus charge for services?
Jr. Lawrence Mcmanus'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 TEAM WEALTH PLANNING AND MANAGEMENT, INC.?
TEAM WEALTH PLANNING AND MANAGEMENT, INC. has approximately 1 employees and manages $47M 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 in CHAPEL HILL
Thomas Lynn Loughrey — RAVEN ROCK CAPITAL MANAGEMENT, LLCJennifer Lynn Oravsky — ABSHER WEALTH MANAGEMENT, LLCDavid Charles Stephan — HAMILTON POINT INVESTMENT ADVISORS, LLCJohn Madden — WHITE RIVER VALUE ADVISORS, LLCMark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile