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Lawrence Miles Brazie

WESTMINSTER FINANCIAL ADVISORY CORP·BEAVERCREEK, Ohio
SIE, Series 1, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TO23 years registeredWESTMINSTER FINANCIAL ADVISORY CORP
50 CHESTNUT STREET, BEAVERCREEK, OH 45440CRD# 857097Firm CRD# 110283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Miles Brazie · BEAVERCREEK, OH
Registration
CRD #857097 · WESTMINSTER FINANCIAL ADVISORY CORP · 23 years registered
Brand Profile
Not yet started
01

Career History

WESTMINSTER FINANCIAL ADVISORY CORP
Jan 2003 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 65
Series 99TO
Registration record
First registered · January 10, 2003
Years registered · 23
03

Disclosure History

2001Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
WESTMINSTER FINANCIAL ADVISORY CORP
CRD 110283 · SEC 801-29690
AUM
$920M
Regulatory assets under management
Employees
40
2,260 client accounts
Services offered by WESTMINSTER FINANCIAL ADVISORY CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESTMINSTER FINANCIAL ADVISORY CORP →
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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.
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Other Advisors at WESTMINSTER FINANCIAL ADVISORY CORP

Lawrence Edward Shull
VANDALIA, OH

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