Lawrence A Crisp
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$138.7BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2022 to now
- Cambridge Investment Research, Inc.Aug 2022 to now
- Level Four Financial, LLCJan 2021 to Aug 2022
- Level Four Advisory Services, LLCAug 2018 to Aug 2022
- LPL Financial, LLCJul 2018 to Dec 2020
- Park Avenue Securities LLCMar 2014 to Jul 2018
- Guardian Life Insurance CoFeb 2014 to Jul 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AL).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 4363475
- Firm CRD
- 134139