Kelly Lawrence
Investment adviser representative at Noblebridge Wealth
14 yearsExperience
2 statesRegistered in
$214.5MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Noblebridge WealthNov 2018 to now
- Noblebridge Wealth Management, LLCNov 2018 to now
- Tag Insurance ServicesNov 2018 to Sep 2020
- Merrill LynchJan 2012 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Noblebridge Wealth
Legal name: Noblebridge Wealth Management, LLC
$214.5MAssets managed
376Clients
6Advisers
4 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
- 4869911
- Firm CRD
- 146612