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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 .
Dominick & Dominick | Division Of Wunderlich Wealth Management
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Financial Advisor, Sr. Vice PresidentDominick & Dominick | Division Of Wunderlich Wealth Management Feb 2016 - Present150 East 52Nd Street 3Rd. Floor New York, New York 10022
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Financial Advisor, Business Financial AdvisorAmeriprise Financial Services, Inc. 2013 - Dec 2015New York, Ny -
Director - InvestmentsOppenheimer & Co. Inc. 2008 - 2013825 Third Ave. New York, Ny 10022
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V. President.Wachovia Securities Financial Network 2004 - 2008
Lawrence Bogar, Aep, Awma, Skills
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
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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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