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Lawrence Joseph Redell

ST. JAMES INVESTMENT COMPANY, LLC·SOUTHLAKE, Texas
Series 3, Series 7, Series 63, Series 65Clean record17 years registeredST. JAMES INVESTMENT COMPANY, LLC
535 S. KIMBALL AVENUE, SOUTHLAKE, TX 76092CRD# 2785977Firm CRD# 124777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Joseph Redell · SOUTHLAKE, TX
Registration
CRD #2785977 · ST. JAMES INVESTMENT COMPANY, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ST. JAMES INVESTMENT COMPANY, LLC
Sep 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · September 5, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ST. JAMES INVESTMENT COMPANY, LLC
CRD 124777 · SEC 801-61779
AUM
$662M
Regulatory assets under management
Employees
5
1,288 client accounts
Services offered by ST. JAMES INVESTMENT COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ST. JAMES INVESTMENT COMPANY, LLC →
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05

Frequently Asked Questions

What services does Lawrence Joseph Redell offer?
Lawrence Joseph Redell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Lawrence Joseph Redell's credentials?
Lawrence Joseph Redell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Joseph Redell located?
Lawrence Joseph Redell is based in SOUTHLAKE, Texas, working with ST. JAMES INVESTMENT COMPANY, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Lawrence Joseph Redell charge for services?
Lawrence Joseph Redell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ST. JAMES INVESTMENT COMPANY, LLC?
ST. JAMES INVESTMENT COMPANY, LLC has approximately 5 employees and manages $662M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ST. JAMES INVESTMENT COMPANY, LLC

Amy Alice Burson
DALLAS, TX
William Raney Sachs
DALLAS, TX
Robert Joseph Mark
SOUTHLAKE, TX

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