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Richard Lawrence

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Benjamin F. Edwards &amp; Co.</span>
Intro Book
Financial advisor with expertise in retirement planning and investments.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Retirement Planning
  • Investments
  • Finance
  • Accounting
  • Small Business
  • Show all
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Bio

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Richard Lawrence is a seasoned financial professional with expertise in retirement planning, investments, finance, and accounting. He has worked as a Financial Advisor at Benjamin F. Edwards & Co. and Wells Fargo Advisors, providing services such as investment selection and retirement planning. Lawrence also has experience in bookkeeping and accounting using QuickBooks. He holds a Bachelor of Business Administration degree from Mount Mercy College and an Associate of Arts and Sciences degree from Kirkwood Community College.

Experience

  • Benjamin F. Edwards & Co.
    • Hiawatha, Iowa
    • Financial Advisor
      • Aug 2018 - Present
      • Hiawatha, Iowa

      As a Financial Advisor with Benjamin F. Edwards , I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- I can...

  • Wells Fargo Advisors
    • Cedar Rapids, Iowa
    • Financial Advisor
      • Jul 2013 - Aug 2018
      • Cedar Rapids, Iowa
  • 2nd Story Software
    • Taypayer Support
      • Nov 2012 - Apr 2013

      Provide customers with both information and navigation, in order to accurately prepare their individual and business tax returns.

  • Rhodes and Associates
    • Bookkeeper/Assistant
      • Jul 2012 - Sep 2012

      General bookkeeping and accounting using QuickBooks.

Education

  • 2011 - 2013
    Mount Mercy College
  • 2009 - 2011
    Kirkwood Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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