Lawrence Vernon Whistler
Investment adviser representative at Courier Capital, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$3.6BFirm 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 assetsFixed 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
20 years in the industry.
- Courier Capital, LLCDec 2024 to now
- Nottingham AdvisorsMay 2006 to Dec 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NY).
Courier Capital, LLC
$3.6BAssets managed
2,212Clients
14Advisers
10 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
- 2514595
- Firm CRD
- 282485