Joseph Scott Lawrence
Advisor at Aria Wealth Management — Huntsville, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
32 years
Location
Huntsville, AL 35801
Aria Wealth Management
Team
Joseph Lawrence is a financial advisor with Aria Wealth Management in Huntsville, AL, holding a Series 63 license and 32 years of industry experience. He has worked at Aria Wealth Management since 2017 and previously worked at Concert Wealth Management and Zermatt Securities. Outside of his advisory role, he is involved with L&R Investment Management, LLC, which provides sales of insurance brokerage contracts including group life and long-term care insurance. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm employs an asset allocation approach based on fundamental and technical analysis and manages accounts through discretionary services, investment policy statements, and third-party manager allocations.
Based on Aria Wealth Management
$1,500 to $2,500 per plan
up to 2.00% annually
$150 to $500 per hour
Huntsville, AL
100 Church Street SW, Suite 125
Huntsville AL 35801
Advisors at this office
1
Alabama · Texas
32 years of industry experience
Aria Wealth Management, Inc.
2017 - Present • 9 years
San Jose, CA
Concert Wealth Management, Inc
2012 - 2018 • 6 years
San Jose, CA
Zermatt Securities LLC
2005 - 2012 • 7 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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