Joseph Scott Lawrence

Current Employers

Employment History

• 12/2012 → Present
  Concert Wealth Management, Inc
  San Jose, CA
• 07/2017 → Present
  Aria Wealth Management, Inc.
  San Jose, CA

Previous Registrations

• 2012-12-17 → 2018-03-29
  Concert Wealth Management
  San Jose, CA
  Huntsville, AL
• 2005-01-28 → 2012-12-17
  Zermatt Securities Llc
  Charlotte, NC
  Huntsville, AL

Other Businesses

L&R INVESTMENT MANAGEMENT, LLC, 100 CHURCH ST. SW, SUITE 125 G, HUNTSVILLE, AL 35801; SALES INSURANCE BROKERAGE CONTRACTS, GROUP LIFE & DI, LTC. 10% -- INVESTMENT ADVISOR WITH CONCERT WEALTH MANAGEMENT AN SEC RIA. 90% -- SOURCE MANAGEMENT GROUP,LLC MEMBER 310 BRASFIELD DR HUNTSVILLE, AL 35806 PROPERTY REPRESENTATIVE CONSULT ON PROPERTY NO COMMISSION - NO ACTIVITY IN PAST 2 YEARS + NO ACTIVITY PLANNED IN 2014 -- HARTFORD FUNDS HARTFORD, CT RESIDUAL INSURANCE COMMISSIONS FOR INVERSE SOLUTIONS. NOT ACTIVELY MANAGING. THOUGHT COMPANY HAD DISSOLVED PRIOR TO 2014, CHECKS WERE ONLY JUST FORWARDED FROM MR. LAWRENCE'S PREVIOUS EMPLOYER, GLSMITH & ASSOCIATES. -- ASHFORD ADVISORS, INC 2 RAVINIA DRIVE, SUITE 750 ATLANTA, GA 30346 THIS WAS A ONE-TIME COMMISSION FOR A PERSONAL DISABILITY POLICY. POLICY IS NO LONGER ACTIVE. CHECK WAS ONLY JUST FORWARD FROM MR. LAWRENCE'S PREVIOUS EMPLOYER, GL SMITH & ASSOCIATES. COMMISSION IS FROM FEB 2013 -- MEDICARE SUPPLEMENT PRINCIPAL O HOURS NOT ACTIVELY MANAGED, ANCILLARY TRAILS PAID MONTHLY. NO BUSINESS CARDS

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-11

Other Names

• Joe Lawrence