Lawrence Vick

Managing Partner, Cfp

Since 2006, Lawrence Vick has been working in Lightopia based 597, 597. This expert is an experienced Partner with over 21 years of work experience. According to Lawrence's resume and work profile, this professional has worked at more than six places with numerous backgrounds and gained various skills. Lawrence attended school at the Michigan State University from 1993 to 1997. Lawrence Vick can be found in Glenview, Illinois – where this expert currently lives. You can search for this professional's e-mail and phone. We can also provide you with detailed contact information upon request.
Name variants:
Laurence Vick
Last updated Jun 02, 2024

Contact Information

Last Update
Jun 30, 2022
Email
la**@yahoo.com
Location
Glenview, IL
Company

Workplace

Lightopia
Partner

Laguna Beach, CA

Industry

Design

Work History

Partner

1043 north Pacific Coast Hwy, Laguna Beach, CA
Founder and half owner of retail Lighting stores in Laguna Beach and Manhattan Beach, California, as well as www.lightopiaonline.com
2006 — Dec 2014

Financial Advisor

388 Greenwich St, New York, NY 10013
Financial Advisor for over 500 households and 100M in assets.
Dec 2001 — Dec 2009

Managing Partner, Cfp

Lawrence Vick has an extensive background advising individuals and families on constructing investment strategies and helping them achieve financial goals. He has over 13 years of experience...
from Dec 2009

Financial Manager

215 west Chicago, Chicago, IL 60615
Financially assisted the founder of Tech Lighting from the sale of this company into starting and buidling a Family Office for investment. Financially managed the building and construction o...
Mar 1999 — Dec 2001

Financial Executive

Financial Advisor procured clients through relationship building, networking and cold calling. Primary investment strategies were buying undervalued securities, momentum trading in technolog...
Sep 1997 — Mar 1999

Intern

19975 Victor Pkwy, Livonia, MI 48152
Worked on Marketing Campaigns for the McDonalds Monopoly campaign.
1996 — 1997

Education

Occupations

Executive
Managing Partner
Financial Broker
Certified Financial Planner
Partner
Founder
Owner
Accountant
Finance and Accounting Specialist
Financial Consultant
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Founding Member
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent

Skills

Investments
Finance
Strategic Financial Planning
Financial Services
Securities
Asset Allocation
Financial Planning
Investment Strategies
Mutual Funds
Wealth Management
Series 7
Risk Management
Portfolio Management
Alternative Investments
Retirement Planning
Series 63
Asset Management
Retirement
Asset Managment
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