Lawrence Randall Spinosa
Investment adviser representative at Spinosa Wealth Management Group
44 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$191.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- Spinosa Wealth Management Group, LLCSep 2014 to now
- LPL Financial, LLCSep 2000 to now
- Spinosa & Associates, Inc.Nov 1982 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Spinosa Wealth Management Group
Legal name: Spinosa Wealth Management Group, LLC
$191.4MAssets managed
152Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453282
- Firm CRD
- 170903