Marc Cooper Lawrence
Investment adviser representative at Fourstar Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 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
- Pension consulting
Experience
10 years in the industry.
- Fourstar Wealth Advisors, LLCJan 2024 to now
- Merino Wealth ManagementFeb 2023 to now
- Mark Brown State FarmJan 2022 to Feb 2023
- Ryan Whitson State FarmSep 2020 to Dec 2022
- Rosen HarwoodAug 2018 to Jul 2020
- Citizens Bank of FayetteMay 2018 to Jul 2018
- University of AlabamaAug 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 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
- 7725250
- Firm CRD
- 169613