Best Investors Account Sign in

Lawrence Anthony Lentz

Stonex Advisors Inc.

Beavercreek, OH

Birmingham, AL

CRD 733747

Claim This Profile
Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-01-30
  • OH RA
    APPROVED
    Since 2015-01-30

Branch Locations

Beavercreek, OH • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • 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
Stonex Securities Inc Beavercreek OH 09/2014 Present
  • 09/2014 → Present
    Stonex Securities Inc
    Beavercreek, OH
Previous Registrations
  • 2011-11-22 → 2015-01-30
    Wrp Investments, Inc.
    Dayton, OH
    Youngstown, OH
    Youngstown, OH
Other Businesses

1)PINNACLE ADVISORY GROUP 462 TWELVE OAKS TRAIL, DAYTON, OH 45434 NATURE OF BUS: INSURANCE AGENCY, TITLE: SALES REP, DUTIES: INSURANCE SALES, PERCENT OF TIME: 50%,

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-05-21
  • S63 Uniform Securities Agent State Law Examination
    1984-05-21

View on SEC IAPD

More in Beavercreek, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor