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Jr. Lawrence Mcmanus

TEAM WEALTH PLANNING AND MANAGEMENT, INC.·CHAPEL HILL, North Carolina
SIE, Series 65Clean record22 years registeredTEAM WEALTH PLANNING AND MANAGEMENT, INC.
1525 EAST FRANKLIN STREET, CHAPEL HILL, NC 27514CRD# 4751988Firm CRD# 129807

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr. Lawrence Mcmanus · CHAPEL HILL, NC
Registration
CRD #4751988 · TEAM WEALTH PLANNING AND MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

MODERN WEALTH MANAGEMENT, LLC
Dec 2024 – present
ADVISORY SERVICES NETWORK
May 2019 – Dec 2024
Chapel Hill, NC
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
Feb 2004 – May 2019
CHAPEL HILL, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · February 11, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
CRD 129807 · SEC 801-67582
AUM
$47M
Regulatory assets under management
Employees
1
468 client accounts
Services offered by TEAM WEALTH PLANNING AND MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TEAM WEALTH PLANNING AND MANAGEMENT, INC. →
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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.
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