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Lawrence Benton Silver

Advisor at Cambridge Investment Research Advisors — Lantana, FL

Updated today

Credentials

ChFC®

Experience

38 years

Location

Lantana, FL 33462

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Lawrence Silver is a ChFC®-designated financial advisor with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. His prior experience includes roles at Voya Financial Advisors and extensive ownership and leadership of independent insurance agencies dating back to 1977. He serves as chairman of the board for the Lake Osborne Estates Civic Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Lantana, FL

814 Lantana Rd., Ste 5

Lantana FL 33462

Advisors at this office

1

Most active in

Florida

Work history

38 years of industry experience

Cambridge Investment Research Advisors

2018 - Present • 8 years

Fairfield, IA

Cambridge Investment Research, Inc.

2018 - Present • 8 years

Fairfield, IA

Voya financial Advisors, Inc.

2015 - 2018 • 3 years

Lantana, FL

Insurance Investments & More Inc

2003 - Present • 23 years

Lantana, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Stacey S

Series 66

Atlantis, FL

Aurelia Capital Advisors, Inc.

Stacey Stark is a financial advisor at Aurelia Capital Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked primarily at R.M. Stark & Co., Inc. and Stark Financial Advisers prior to joining Aurelia Capital Advisors. Aurelia Capital Advisors, Inc. provides discretionary portfolio management to a range of clients including individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with quantitative models to create customized investment strategies and typically manages accounts on a discretionary basis.

General retirement planning Income planning Passive / index investing
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H. M

Series 65

Wellington, FL

Family Retirement Services

Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Educators, Teachers, and Academics Government Employee Public Service Employee Approaching retirement Retired
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Ryan J

Series 65

Boynton Beach, FL

Jacobs Investment Management, LLC

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Active portfolio management Founder/Business Owner
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Steven S

Series 65

Boynton Beach, FL

Leslie Gale Advisors, LLC

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Active portfolio management Passive / index investing Private / alternative investments
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Karamat Q

Series 65

Delray Beach, FL

Atlas Capital Advisory LLC

Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Kamran F

CFA®, Series 63, Series 65

West Palm Beach, FL

KFI Advisors

Kamran Fotouhi is a CFA® charterholder and financial advisor at KFI Advisors with five years of industry experience. He has also served as a Managing Director at JS Held since 2014, where he focuses on data analysis, expert testimony, litigation support, and regulatory compliance consulting in the financial services sector. KFI Advisors provides portfolio management and related advisory services to individual clients, offering individualized management and occasionally entering into performance-based fee arrangements.

Retirement income strategy
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