Lawrence Gerald Stevens

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 07/2024 → Present
  Ameriprise Financial Services, Llc
  New Hope, PA
• 02/2024 → Present
  Penn Wealth Accounting Group
  New Hope, PA
• 08/2022 → 08/2024
  Omnicare
  Moorestown, NJ
• 06/2022 → 07/2022
  Amazon
  Burlington, NJ
• 09/2018 → 05/2022
  Rutgers University
  New Brunswick, NJ
• 06/2015 → 08/2021
  Resica Falls Scout Reservation
  East Stroudsburg, PA
• 08/2014 → 06/2018
  Moorestown High School
  Moorestown, NJ

Other Businesses

Outside Employment; Penn Wealth Planning, LLC; Employee of legal entity; Manage advisory business; 6444 Lower York Road, , New Hope, PA, 18938; Investment-Related; 10/01/2024; 60 hours per month; 60 during trading hours / Penn Wealth Accounting Group; General administrative and data entry; Tax Preparation; 6444 Lower York Road, , New Hope, PA, 18938; Not Investment-Related; 01/07/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30