Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Lawrence D
Series 63, Series 65
Palm Desert, CA
Uhlmann Investment Management, L.L.C.
Lawrence Doody is a financial advisor at Uhlmann Investment Management, L.L.C. in Palm Desert, CA, with 38 years of industry experience. He has been with Uhlmann Investment Management and its affiliated firm, Uhlmann Price Securities, LLC, since 2013. He holds the Series 63 and Series 65 designations. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individual, high-net-worth, institutional clients, and trusts. The firm uses a fundamental analysis and long-term asset allocation approach, offering portfolios that combine stocks, bonds, ETFs/mutual funds, and alternatives, and employs third-party managers and custodial model programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters