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Lawrence E Portnoff

Ai Advisor, Inc.

Wynnewood, PA

CRD 2058334

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Employer firm

Ai Advisor, Inc. CRD 122984

$20.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Ai Advisor, Inc.

Penn Valley, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1995-10-02
  • PA RA
    APPROVED
    Since 1995-10-02

Branch Locations

308 East Lancaster Avenue Suite 200, Wynnewood, PA 19096 • 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
Integrated Financial Resources, Inc. Wynnewood PA 02/1989 Present
  • 02/1989 → Present
    Integrated Financial Resources, Inc.
    Wynnewood, PA
Other Names
  • Lawrence Portnoff

View on SEC IAPD

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Nearby Offices

CONSERVEST CAPITAL ADVISORS INC · WYNNEWOOD, PA
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MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA

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