JL
JL

Joseph Scott Lawrence

31 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
255 clients
Average Client Portfolio
$481K average
Assets Under Management
$122.8M

Fee Structure

Minimum Investment:None
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Location

100 Church Street SW, Suite 125, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joseph is a sales insurance brokerage contractor for L&R Investment Management, focusing on group life, disability, and long-term care insurance, dedicating about 10% to 20% of his time. He is also an investment advisor with Concert Wealth Management, spending nearly full-time on this role.

Employment History
Current Registrations
Aria Wealth Management
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
June 2014 - August 2016 · 2 yrs 2 mos
Gradient Securities, LLCBroker
January 2013 - June 2014 · 1 yr 5 mos
Concert Wealth Management
December 2012 - March 2018 · 5 yrs 3 mos
G.L. Smith & Associates
January 2005 - December 2012 · 7 yrs 11 mos
G.L.S. & Associates, INC.Broker
August 2004 - December 2012 · 8 yrs 4 mos
Nylife Securities INC.Broker
March 1994 - August 2004 · 10 yrs 5 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.