Best Investors Account Sign in
Inactive

Jack Robert Lawrence

Linden Thomas Advisory Services, LLC

Charlotte, NC

CRD 8211557

Claim This Profile
Employer firm

Linden Thomas Advisory Services, LLC CRD 288557

$1.77B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Linden Thomas Advisory Services, Llc

516 North Tryon Street, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-12
  • NC RA
    APPROVED
    Since 2026-06-12

Branch Locations

516 North Tryon Street, Charlotte, NC 28202 • 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
James Madison University Harrisonburg VA 08/2012 12/2016
Unemployed Harrisonburg VA 01/2017 03/2017
United Parcel Service Burtonsville MD 04/2017 07/2018
Sandy Spring Bank Arlington VA 07/2018 11/2021
West Financial Services Mclean VA 11/2021 05/2026
Linden Thomas Advisory Services, Llc Charlotte NC 05/2026 Present
  • 08/2012 → 12/2016
    James Madison University
    Harrisonburg, VA
  • 01/2017 → 03/2017
    Unemployed
    Harrisonburg, VA
  • 04/2017 → 07/2018
    United Parcel Service
    Burtonsville, MD
  • 07/2018 → 11/2021
    Sandy Spring Bank
    Arlington, VA
  • 11/2021 → 05/2026
    West Financial Services
    Mclean, VA
  • 05/2026 → Present
    Linden Thomas Advisory Services, Llc
    Charlotte, NC
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor