Elizabeth Marie Lawrence

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/2015 → 04/2017
  Bernike Wealth Management
  Altoona, WI
• 05/2017 → Present
  Raymond James Financial Services, Inc
  Chippewa Falls, WI
• 08/2019 → Present
  Raymond James Financial Services Advisors
  Chippewa Falls, WI
• 07/2017 → Present
  Fries Financial Group
  Chippewa Falls, WI

Other Businesses

(1)Name of Business: Fries Financial Group, LLC Address: 11 E Central St, Chippewa Falls, WI, 54729, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/17/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide operational support in day-to-day business activities. Process paperwork, answer phones, and other basic operational duties as needed.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Other Names

• Elizabeth Marie Gehweiler
• Elizabeth Zank
• Elizabeth Marie Zank