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Lawrence Alan Bassell

Kohr Investments

Mission Viejo, CA

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Current Employers
Kohr Investments

26522 La Alameda #210, Mission Viejo, CA 92691 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-12-05
  • CA RA
    APPROVED
    Since 2019-12-05

Branch Locations

26522 La Alameda #210, Mission Viejo, CA 92691 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kohr Investments, Llc Long Beach CA 09/2019 Present
Kohr Financial & Insurance Services Long Beach CA 02/2006 Present
O'COnnor Wealth Management Monrovia CA 03/2012 Present
  • 09/2019 → Present
    Kohr Investments, Llc
    Long Beach, CA
  • 02/2006 → Present
    Kohr Financial & Insurance Services
    Long Beach, CA
  • 03/2012 → Present
    O'COnnor Wealth Management
    Monrovia, CA
Previous Registrations
Other Businesses

INSURANCE SERVICES FOR VARIOUS CARRIERS - LIFE, HEALTH, LTC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-01
S63 Uniform Securities Agent State Law Examination 2000-02-07
  • S65 Uniform Investment Adviser Law Examination
    2001-10-01
  • S63 Uniform Securities Agent State Law Examination
    2000-02-07

View on SEC IAPD

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Robert Joseph Brown
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Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
WILLIAM RONALD EDDE

Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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