Lawrence Richard Fiorini

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → 01/2021
  Cliftonlarsonallen Wealth Advisors, Llc
  Plymouth Meeting, PA
• 01/2012 → 01/2021
  Cliftonlarsonallen Llp
  Plymouth Meeting, PA
• 01/2021 → 06/2021
  Voya Financial Advisors, Inc.
  Trappe, PA
• 01/2021 → Present
  Kalejta Wealth Management
  Pottstown, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-08 → 2021-06-09
  Voya Financial Advisors, Inc.
  Windsor, CT
  Sanatoga, PA
  Trappe, PA
  Braintree, MA
• 2006-02-23 → 2021-01-11
  Cliftonlarsonallen Wealth Advisors, Llc
  Plymouth Meeting, PA
  Minneapolis, MN
  King Of Prussia, PA
  Minneapolis, MN
  Blue Bell, PA
• 2001-09-24 → 2006-02-23
  Raymond James Financial Services, Inc.
  Plymouth Meeting, PA

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 740 W MAIN ST; TRAPPE; PA; 19426; Fixed Insurance Sales; Independent Insurance Agent; 1/8/2021; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Flagship Financial; Yes; 55 Sunnybrook Rd; Sanatoga; PA; 19464; Financial Services/; Vice President; 5/1/2021; 200; 100; Sale and Service Insurance, Securities and Investment Products|

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-03-13

Designations

• Certified Financial Planner

Other Names

• Larry Fiorini
• Lawrence R Jr Fiorini