Lawrence Bogar, Aep, Awma,

Lawrence Bogar, Aep, Awma, Email and Phone Number

Bogar LK Financial, LLC @
Lawrence Bogar, Aep, Awma,'s Location
Montclair, New Jersey, United States, United States
Lawrence Bogar, Aep, Awma,'s Contact Details

Lawrence Bogar, Aep, Awma, work email

Lawrence Bogar, Aep, Awma, personal email

n/a

Lawrence Bogar, Aep, Awma, phone numbers

About Lawrence Bogar, Aep, Awma,

Lawrence K. Bogar is a Chartered Financial Consultant and an Accredited Estate Planner. He is also an Accredited Wealth Management Advisor and an Accredited Asset Management Specialist, both designations awarded by the College of Financial Planning. He has earned his Fellowship with the Life Underwriter’s Training Council. Over the past 29 years Lawrence has advised and counseled clients on investment and insurance matters. By leveraging the expertise and resources of the Wunderlich Wealth Management Group, Lawrence works to guide business owners, their families and key employees through the succession and exit planning processes. His other areas of focus include intergenerational planning, wealth preservation strategies and estate planning strategies.Established in 1996, Wunderlich provides individuals, corporations and institutional clients with wealth management, equity research and investment banking, and fixed income sales and trading. Wunderlich, headquartered in Memphis, Tennessee, has over 25 offices in 17 states and 500 associated professionals. Additional information can be found at www.wunderlichonline.com .

Lawrence Bogar, Aep, Awma,'s Current Company Details
Dominick & Dominick | Division of Wunderlich Wealth Management

Dominick & Dominick | Division Of Wunderlich Wealth Management

Bogar LK Financial, LLC
Lawrence Bogar, Aep, Awma, Work Experience Details
  • Dominick & Dominick | Division Of Wunderlich Wealth Management
    Financial Advisor, Sr. Vice President
    Dominick & Dominick | Division Of Wunderlich Wealth Management Feb 2016 - Present
    150 East 52Nd Street 3Rd. Floor New York, New York 10022
  • Ameriprise Financial Services, Inc.
    Financial Advisor, Business Financial Advisor
    Ameriprise Financial Services, Inc. 2013 - Dec 2015
    New York, Ny
  • Oppenheimer & Co. Inc.
    Director - Investments
    Oppenheimer & Co. Inc. 2008 - 2013
    825 Third Ave. New York, Ny 10022
  • Wachovia Securities Financial Network
    V. President.
    Wachovia Securities Financial Network 2004 - 2008

Lawrence Bogar, Aep, Awma, Skills

Estate Planning Investments Wealth Management Retirement Finance Asset Management Small Business Insurance Financial Planning Retirement Planning Financial Advisory Mutual Funds Series 7 Portfolio Management Securities

Frequently Asked Questions about Lawrence Bogar, Aep, Awma,

What company does Lawrence Bogar, Aep, Awma, work for?

Lawrence Bogar, Aep, Awma, works for Dominick & Dominick | Division Of Wunderlich Wealth Management

What is Lawrence Bogar, Aep, Awma,'s role at the current company?

Lawrence Bogar, Aep, Awma,'s current role is Bogar LK Financial, LLC.

What is Lawrence Bogar, Aep, Awma,'s email address?

Lawrence Bogar, Aep, Awma,'s email address is lb****@****ick.com

What is Lawrence Bogar, Aep, Awma,'s direct phone number?

Lawrence Bogar, Aep, Awma,'s direct phone number is +190125*****

What skills is Lawrence Bogar, Aep, Awma, known for?

Lawrence Bogar, Aep, Awma, has skills like Estate Planning, Investments, Wealth Management, Retirement, Finance, Asset Management, Small Business, Insurance, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds.

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