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Laurence Mitchell Pike

Client Priority Financial Advisors LLC

Plymouth, MA

CRD 2375048

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Employer firm

Client Priority Financial Advisors LLC CRD 170741

104 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Client Priority Financial Advisors Llc

Plymouth, MA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-26
MA RA APPROVED 2014-03-25
  • NY RA
    APPROVED
    Since 2021-02-26
  • MA RA
    APPROVED
    Since 2014-03-25

Branch Locations

Plymouth, MA • 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
Client Priority Financial Advisors Llc Burlington MA 02/2014 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-15
  • S63 Uniform Securities Agent State Law Examination
    1993-09-15
Designations
  • Chartered Financial Analyst
Other Names
  • Larry Pike

View on SEC IAPD

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