Lawrence Andrew Forbish
Investment adviser representative at Edelman Financial Engines
23 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Edelman Financial EnginesAug 2024 to now
- Financial Engines Advisors, L.L.C.Aug 2024 to now
- N/aJun 2024 to Aug 2024
- Roanoke City Public SchoolsDec 2023 to Jun 2024
- Roanoke County Public SchoolsOct 2023 to Dec 2023
- N/aSep 2023 to Oct 2023
- Truist Advisory Services, Inc.Feb 2021 to Sep 2023
- Truist Investment Services, Inc.Feb 2021 to Sep 2023
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t Investment Services, Inc.Oct 2003 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 2264066
- Firm CRD
- 104510