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Lawrence Andrew Forbish

Edelman Financial Engines

Roanoke, VA

CRD 2264066

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Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-16
VA RA APPROVED 2024-08-15
  • TX RA
    APPROVED_RES
    Since 2024-08-16
  • VA RA
    APPROVED
    Since 2024-08-15

Branch Locations

Roanoke, VA • 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
Bb&T Investment Services, Inc. Salem VA 10/2003 02/2021
Bb&T Securities, Llc Roanoke VA 01/2018 02/2021
Truist Investment Services, Inc. Blacksburg VA 02/2021 09/2023
Truist Advisory Services, Inc. Blacksburg VA 02/2021 09/2023
Roanoke City Public Schools Roanoke VA 12/2023 06/2024
Financial Engines Advisors, L.L.C. Santa Clara CA 08/2024 Present
Roanoke County Public Schools Roanoke VA 10/2023 12/2023
N/A Roanoke VA 09/2023 10/2023
N/A Roanoke VA 06/2024 08/2024
  • 10/2003 → 02/2021
    Bb&T Investment Services, Inc.
    Salem, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Roanoke, VA
  • 02/2021 → 09/2023
    Truist Investment Services, Inc.
    Blacksburg, VA
  • 02/2021 → 09/2023
    Truist Advisory Services, Inc.
    Blacksburg, VA
  • 12/2023 → 06/2024
    Roanoke City Public Schools
    Roanoke, VA
  • 08/2024 → Present
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
  • 10/2023 → 12/2023
    Roanoke County Public Schools
    Roanoke, VA
  • 09/2023 → 10/2023
    N/A
    Roanoke, VA
  • 06/2024 → 08/2024
    N/A
    Roanoke, VA
Previous Registrations
  • 2021-02-17 → 2023-09-14
    Truist Advisory Services, Inc.
    Blacksburg, VA
    Blacksburg, VA
    Blacksburg, VA
    Pearisburg, VA
    Radford, VA
    Roanoke, VA
    Pulaski, VA
    Roanake, VA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Roanoke, VA
    Roanoke, VA
    Charlotte, NC
    Rich Creek, VA
    Virginia Beach, VA
    Pulaski, VA
    Roanoke, VA
    Christiansburg, VA
    Radford, VA
    Pearisburg, VA
    Blacksburg, VA
    Richmond, VA
  • 2005-03-15 → 2018-01-02
    Bb&T Investment Services, Inc.
    Pearisburg, VA
    Thomasville, NC
    Blacksburg, VA
    Christiansburg, VA
    Narrows, VA
    Pearisburg, VA
    Pembroke, VA
    Rich Creek, VA
    Roanoke, VA
    Roanoke, VA
    Shawsville, VA
    Roanoke, VA
    Radford, VA
    Bland, VA
    Salem, VA
    Roanoke, VA
    Roanoke, VA
    Roanoke, VA
    Roanoke, VA
    Charlotte, NC
    Roanoke, VA
    Buchanan, VA
    Roanoke, VA
    Roanoke, VA
    Roanoke, VA
    Salem, VA
    Charlotte, NC
    Huntington, WV
    Salem, VA
    Roanoke, VA
    Roanoke, VA
    Vinton, VA
    Salem, VA
    Christiansburg, VA
    Radford, VA
    Buchanan, VA
    Roanoke, VA
    Rich Creek, VA
    Virginia Beach, VA
    Pulaski, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-14
S63 Uniform Securities Agent State Law Examination 2001-03-16
  • S66 Uniform Combined State Law Examination
    2005-03-14
  • S63 Uniform Securities Agent State Law Examination
    2001-03-16
Other Names
  • Larry Forbish

View on SEC IAPD

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