LAWRENCE FINANCIAL PLANNING, LLC
CRD #127486 SEC #801-120512 TAMPA, FL 813-961-4930
SEC Registered
Total AUM
$114.6M
Discretionary
$6.4M
Employees
5
Clients
51
Accounts
76
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 9, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAWRENCE, JULIE, WILKINSON | I | PARTNER & CCO | E | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER & CCO | E | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER & CCO | E | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER & CCO | E | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER & CCO | E | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER & CCO | E | Control |
| BAUMHOVER, FORREST, DABOLL | I | PARTNER AND CCO | D | Control |
| BAUMHOVER, FORREST, DABOLL | I | PARTNER AND CCO | D | Control |
| BAUMHOVER, FORREST, DABOLL | I | PARTNER AND CCO | D | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER | D | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER | D | Control |
| LAWRENCE, JULIE, WILKINSON | I | PARTNER | D | Control |
Registrations
Federal
IA
Feb 9, 2023 REGISTERED
Notice Filings (4)
AZ FL ID TX
Address
8565 WEST LINEBAUGH AVENUETAMPA, FL 33625
United States
Phone: 813-961-4930