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Lawrence David Vitez

THE LAWRENCE D. VITEZ CORPORATION·ROCK HILL, South Carolina
Unclaimed Profile
596 HERRONS FERRY ROAD, ROCK HILL, SC 29730CRD# 2120461Firm CRD# 39326
01

About

Lawrence David Vitez is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with THE LAWRENCE D. VITEZ CORPORATION. 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
BNA WEALTH, INC.
BNA WEALTH
AUM
$375M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BNA WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2120461
Firm CRD# 39326
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence David Vitez offer?
Lawrence David Vitez specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.
What are Lawrence David Vitez's credentials?
Lawrence David Vitez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence David Vitez located?
Lawrence David Vitez is based in ROCK HILL, South Carolina, working with THE LAWRENCE D. VITEZ CORPORATION. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
How does Lawrence David Vitez charge for services?
Lawrence David Vitez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE LAWRENCE D. VITEZ CORPORATION?
THE LAWRENCE D. VITEZ CORPORATION has approximately 5 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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