Independent Financial Advisor
Current
James Lorence, Independent Financial Advisor
Jan 2023 - Present
AeroLeads people directory · profile
James Lorence Email & Phone Number
Independent Financial Advisor
at
James Lorence, Independent Financial Advisor
2 work emails found
@lvzadvisors.com
3 phones found area 713 and 616
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
James Lorence, Independent Financial Advisor
Role
Independent Financial Advisor
Location
Holland, Michigan, United States
Who is James Lorence? Overview
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Quick answer
James Lorence is listed as Independent Financial Advisor at James Lorence, Independent Financial Advisor, based in Holland, Michigan, United States. AeroLeads shows a work email signal at lvzadvisors.com, phone signal with area code 713, 616, and a matched LinkedIn profile for James Lorence.
James Lorence previously worked as Investment Professional at Lvz Advisors, Inc. and Investment Professional at Lvz Advisors, Inc.. James Lorence studied at Cornerstone University.
Company email context
Email format at James Lorence, Independent Financial Advisor
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{first}.{last}@lvzadvisors.com
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AeroLeads found 2 current-domain work email signals for James Lorence. Compare company email patterns before reaching out.
Profile bio
About James Lorence
Jim has over thirty five years of experience in the financial services business. After receiving his bachelor's degree from Cornerstone University, Jim joined his father in the securities business in 1985. Jim Lorence obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1990. He is co-founder of the award-winning national independent broker dealer, NEXT Financial Group, Inc., and served as director of NEXT from 1998 to 2006. Jim co-founded the SEC registered RIA LVZ Advisors. Since turning LVZ Advisors to his trusted business partners, Jim offers his expertise on a limited basis and special situations.
Current workplace
James Lorence's current company
Company context helps verify the profile and gives searchers a useful next step.
James Lorence, Independent Financial Advisor
7 roles · 41 years
James Lorence work experience
A career timeline built from the work history available for this profile.
Oct 1985 - Dec 2021
Investment Professional
Sep 1985 - Dec 2021
President
1985 - 2019
~34 yrs
Investment Professional
1985 - Dec 2021
Investment Advisor
Securities and advisory services through Harbour Investments, Inc.Investment Advisory Services for LVZ Accounts through LVZ Advisors, Inc.Securities licensed in AZ, CA, CO, FL, IL, IN, MI, MO, NY, OH, TN, TX, VT, VA, WA, and WI.
Mar 2017 - Jan 2020
Co-Founder And Division Manager
Jan 2000 - Mar 2017
1 education record
James Lorence education
FAQ
Frequently asked questions about James Lorence
Quick answers generated from the profile data available on this page.
What company does James Lorence work for?
James Lorence works for James Lorence, Independent Financial Advisor.
What is James Lorence's role at James Lorence, Independent Financial Advisor?
James Lorence is listed as Independent Financial Advisor at James Lorence, Independent Financial Advisor.
What is James Lorence's email address?
AeroLeads has found 2 work email signals at @lvzadvisors.com for James Lorence at James Lorence, Independent Financial Advisor.
What is James Lorence's phone number?
AeroLeads has found 3 phone signal(s) with area code 713, 616 for James Lorence at James Lorence, Independent Financial Advisor.
Where is James Lorence based?
James Lorence is based in Holland, Michigan, United States while working with James Lorence, Independent Financial Advisor.
What companies has James Lorence worked for?
James Lorence has worked for James Lorence, Independent Financial Advisor, Lvz Advisors, Inc., Lorence & Vanderzwart, Harbour Investments, Inc, and Next Financial.
How can I contact James Lorence?
You can use AeroLeads to view verified contact signals for James Lorence at James Lorence, Independent Financial Advisor, including work email, phone, and LinkedIn data when available.
What schools did James Lorence attend?
James Lorence studied at Cornerstone University.
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