AdvisorOS Directory
Claim Profile
LB

Lawrence Miles Brazie

WESTMINSTER FINANCIAL ADVISORY CORP·BEAVERCREEK, Ohio
Unclaimed Profile
50 CHESTNUT STREET, BEAVERCREEK, OH 45440CRD# 857097Firm CRD# 110283
01

About

Lawrence Miles Brazie is a registered financial advisor based in BEAVERCREEK, Ohio, affiliated with WESTMINSTER FINANCIAL ADVISORY CORP. 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
WESTMINSTER FINANCIAL ADVISORY CORP
WESTMINSTER FINANCIAL ADVISORY CORP
AUM
$920M
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at WESTMINSTER FINANCIAL ADVISORY CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Other: MONTHLY ENHANCED STATEMENT FEE
Regulatory
SEC/IARD CRD# 857097
Firm CRD# 110283
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEAVERCREEK?

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

Browse BEAVERCREEK 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 Lawrence Miles Brazie offer?
Lawrence Miles Brazie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERCREEK, Ohio for a consultation.
What are Lawrence Miles Brazie's credentials?
Lawrence Miles Brazie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Miles Brazie located?
Lawrence Miles Brazie is based in BEAVERCREEK, Ohio, working with WESTMINSTER FINANCIAL ADVISORY CORP. Their office serves clients in the BEAVERCREEK metropolitan area and surrounding communities.
How does Lawrence Miles Brazie charge for services?
Lawrence Miles Brazie's firm is compensated through percentage of aum, subscription fees, commissions, other: monthly enhanced statement fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTMINSTER FINANCIAL ADVISORY CORP?
WESTMINSTER FINANCIAL ADVISORY CORP has approximately 40 employees and manages $920M 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 BEAVERCREEK
Dennis Duane Dean — DEAN INVESTMENT ASSOCIATES, LLCTerence Maxwell Dean — DEAN INVESTMENT ASSOCIATES, LLCDon Lynn Ray — RAY|THEIL WEALTH MANAGEMENT, LLCRonald Alan Best — DEAN INVESTMENT ASSOCIATES, LLCWilliam W Leboeuf — CARILLON ADVISORS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile