Lawrence D Wimsatt

Employer firm

Cooper Mcmanus CRD 111458

$2.85B regulatory AUM 56 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 03/2020
  Securities America Inc
  Long Beach, CA
• 06/2015 → Present
  Cooper Mcmanus
  Long Beach, CA
• 03/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2010-06-07 → 2015-06-29
  Lpl Financial Llc
  Long Beach, CA
• 2005-03-31 → 2010-06-14
  Ameriprise Financial Services, Llc
  Glendora, CA
  Long Beach, CA
  Diamond Bar, CA
• 2001-09-14 → 2005-03-30
  U.S. Bancorp Advisors, Llc
  Los Angeles, CA

Other Businesses

1) LDW CONSULTING GROUP, 444 W OCEAN BLVD, #910, LONG BEACH, CA, 06/2015, INSURANCE AGENT SALES, NIR, 15 HRS/MO, 0 HRS/MO TRADING. 2) COOPER MCMANUS, 444 W OCEAN BLVD, #910, LONG BEACH, CA, 06/2015, ADVISORY REP OF AN RIA, INV REL, 120 HRS/MO, 120 HRS/MO TRADING. 3) LIFE DREAMS WEALTH INC, 4712 E 2ND ST, SUITE 939, LONG BEACH, CA, 01/2023, OWNER, CONSULTING/COACHING, NIR, 15 HRS/MO, 0 HRS/MO TRADING. 4) LAWRENCE WIMSATT, 139 S BEVERLY DR, #331, BEVERLY HILLS, CA, 01/2023, MORTGAGE BROKER, NIR, 7 HRS/MO, 0 HRS/MO TRADING. 5) LAWRENCE WIMSATT, 4712 E 2ND ST, SUITE 939, LONG BEACH, CA, 01/2023, INDEPENDENT CONTRACTOR, ESTATE PLANNING, NIR, 2 HRS/MO, 0 HRS/MO TRADING. 6) FAN ADVISORY BOARD | SAN DIEGO WAVE FC, 12544 High Bluff Dr., Suite 150, San Diego, CA 92130, United States, 04/2026, Board Member, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1995-04-27

Designations

• Certified Financial Planner

Other Names

• Larry D Wimsatt
• Lawrence Wimsatt
• Larry Dwayne Wimsatt