Lawrence Smith, CFP®, CRPC®, CRPS®

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¹ The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Lawrence applied for the award. Neither the advisor nor his parent firm pay a fee to FSP for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. This award is based on the work of the previous year.  For more information click here.

 ²The Fifty Under 50 Award is independently produced by the Association of African American Financial Advisors and is based on age, accomplishments, contributions to the field of wealth management, and serving as a pillar of the community, creativity, and leadership. He was independently nominated for the award. Neither the advisor nor his parent firm paid a fee for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Fifty Under 50 Award recipient is no guarantee of Investment Success

 ³ The See It To Be It Role Model award is part of the Investment News Excellence in Diversity, Equity, and Inclusion recognition program. Lawrence Smith along with 14 other individuals, were chosen from more than 120 independent nominations by a committee of Investment News representatives to be recognized for their ability to inspire others from diverse backgrounds to join, flourish, and bring their true selves to work in the financial services industry. See it, Be It honorees demonstrate ways forward that other individuals and firms can replicate to accelerate inclusion in the profession. Neither the advisor nor his parent firm paid a fee for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. For more information click here.

 ⁴ Lawrence was named an Advisor to Watch by Advisor Hub in June 2024 for the previous 12 months. This ranking is independently granted and is open to any advisor who meets the following criteria: at least $150m in AUM; 7 years experience; 2 years at current firm and in good standing;  clean regulatory record (2 or fewer complaints and no significant judgments).  Lawrence applied for the award. Neither the advisor nor his parent firm paid a fee for the nomination, receipt, or promotion of the award. For more information click here. 

⁵ Lawrence was named a Top Producer by the Association of African-American Financial Advisors on 9/12/2024 for the calendar year 2023. The Top Producer award aims to honor top-performing financial advisors and financial planners who have demonstrated exceptional leadership, unwavering dedication to their clients, and a consistent record of excellence in their work. Is independently produced by Association of African-American Financial Advisors and is based on the following criteria: Must be a current member of AAAA in good standing; Has not won the award in the previous 24 months; Has been in business longer than 4 years; Is consistently a top performer & team player; Has documentation proving top performance; Has a good reputation among colleagues; Has a social/community involvement profile; Has none or minor regulatory infractions on U4; Lawrence self-nominated for the award. Neither the advisors nor their parent firm pay a fee to AAAA for the nomination, receipt, or promotion of the award. The award was independently granted and membership in AAAA was required. For more information about Qualification Criteria click here.