A complete list of active advisors currently associated with Lawrence Financial Services

Warmer can help you find a great advisor at Lawrence Financial Services or one who fits your needs even better.

Lawrence Financial Services provides financial planning and consulting to individuals, high-net-worth clients, trusts, estates, retirement accounts and business entities. Although classified as an investment-manager, the firm does not manage client assets directly and focuses on delivering comprehensive plans and a 12‑month consulting relationship with optional renewals. The firm employs both fundamental and technical analysis and may recommend a wide range of instruments — including mutual funds and ETFs, municipal and corporate debt, variable annuities and life products, options, futures and private securities — while typically advising long‑term asset mixes with periodic rebalancing. Clients engage the adviser under hourly consulting arrangements or fixed‑fee planning engagements, and investment account reviews occur upon request or when investment management is arranged through other channels. Noteworthy for a firm of its type, the adviser also operates in brokerage and insurance capacities and maintains futures registration, enabling recommendations and sales of securities, insurance and commodity products and receipt of transaction‑based and trail compensation; these affiliations and potential conflicts of interest are disclosed in the brochure. The firm does not charge percentage‑of‑assets management fees, does not accept custody of client assets, and routinely refers clients to an affiliated broker‑dealer for investment management services.

To learn more about the advisors currently working at Lawrence Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Lawrence	Jacksonville, FL	45

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