Lawrence Singleton Email and Phone Number
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MANAGEMENT AND LEADERSHIP PROFESSIONALAccomplished senior-level executive with a strong record of operational efficiency, financial performance, unprecedented management and business acumen. Results-driven and innovative leader focused on achieving results in a highly competitive and demanding environment. Adept at leveraging business planning, information technology, financial and investment risk management, compliance and due diligence expertise to drive results.Currently the Managing Partner of Dominion Wealth Advisors LLC, a well-established, full-service independent investment management and financial advisory firm offering highly specialized personal and business accounting, financial and operations services.Formerly the President, Chief Executive Officer & Chief Financial Officer of an independent Broker/Dealer and registered investment advisory firm, Lawrence Singleton is known for his valuable experience and breadth of knowledge in investment management, financial advisory services, retirement planning, pension consulting, compliance, accounting, management and operations. Since joining Dominion Wealth Advisors as the Managing Partner, he has greatly impacted the growth and development of Dominion Group of Companies and its roster of strategically aligned partners. With Mr. Singleton's unique vision and strategy that support both the investment and financial advisory services business, expansion into the investment arena will play a critical role in remaining competitive. Mr. Singleton is as driven and focused as the entrepreneurial firm he serves.
Dominion Wealth Advisors Llc
View- Website:
- dominionwealthadvisor.com
- Employees:
- 4
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Managing PartnerDominion Wealth Advisors Llc Jul 2011 - PresentOrange County, CaliforniaLawrence Singleton is the Managing Partner of Dominion Wealth Advisors LLC, a well-established, full-service independent investment management and financial advisory firm offering highly specialized personal and business accounting, financial and operations services. Mr. Singleton and Dominion Wealth Advisors utilizes a client-centered approach providing innovative, financial, accounting, operations, investment and compliance solutions through strategic partnerships.- Transition the entrepreneurial venture from concept to a full-scale operation in just three-months.- Generate new marketing channels and establish new strategic alliances and partnerships through the US.- Foster an immediate and sustainable market presence through aggressive business and technology development.- Streamline transformation with ample communication by creating investment holding and management company structures and fund administration policies and processes to model the desired outcome.- Generate strong sales in new business and reinvigorate revenue through all economic markets and conditions by orchestrating strategies and implementing account management and sales training, enabling better positioning.- Spearhead development, growth, maintenance and management of databases with 100,000+ contacts, including 10,000+ high net worth clients, investors, small businesses, corporations, retirement plans and pension plans.- Increase client retention and profitability; foster high net worth client relationships in addition to partnerships and external relationships to boost assets 169% annually and generate a 600% growth in net income.- Lead sales, marketing and business development focusing on investment, financial and advisory solutions. -
Chief Financial Officer & Chief Compliance OfficerTnp Securities, Llc Jul 2012 - Dec 2012Orange County, CaliforniaLawrence Singleton served as the Chief Compliance Officer and Chief Financial Officer of TNP Securities, LLC, a subsidiary of Thompson National Properties, LLC, a real estate advisory company, specializing in the creation and management of real estate investment funds designed for retail and high net worth individual investors.- Transformed the firm with oversight and management of financial, investment and complex compliance issues satisfying FINRA, SEC and state regulations for planning, restructuring, growth and expansion.- Directed strategies, budgets and operations of a leading real estate financial securities firm and investment fund managing a portfolio consisting of 144 commercial properties for 5,600+ investors and $2B+ in purchase value.- Increased revenue and capital raises, while reducing operating expenses and growing the firm by managing a team of professionals focused on strategic and tactical financial and investment opportunities.- Offered up to $1.1B in common stock shares in conjunction with private real estate investments, including 1031 exchanges, tenants-in-common and Delaware Statutory Trust influencing legal, financial and compliance.
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President, Chief Executive Officer, Chief Financial Officer, Chief Operating OfficerMcl Financial Group, Inc. Jun 2003 - Dec 2011Orange County, CaliforniaLawrence Singleton was registered with MCL Financial Group, Inc., a full-service independent broker-dealer and registered investment advisory firm where he served as President and Chief Executive Officer. Prior positions to President and CEO, Lawrence served the firm as Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer. Under his leadership, he supervised a billion dollars of total investor transactions.- Launched a joint venture resulting in leading the merger and acquisition of 3 businesses with full integration.- Implemented and managed the transition to a leading, recognized, well-established, full-service broker and firm.- Captured impressive growth strategies for products, sales and services through unique guidance and leadership.- Impacted $1B of capital raised and invested via 1,500+ financial investments generating $100+ in commission revenue by improving marketing, sales processes and procedures.- Boosted sales from $20M annually to $100M+ annually over an 8-year time-period by transforming the focus to thousands of large profitable clients boosting revenue growth and lowering business development costs.- Improved clients’ investments, insurance, advisory and financial services by implementing, engineering and establishing cutting-edge technologies, products and services.- Demonstrated financial acumen with a 5-year plan to cut costs and expenses, resulting in expense savings of 20% annually and the ability to exceed goals.- Executed and managed a team of 150+ professionals with 8 direct reports; expanded the team by recruiting 100 financial and investment advisors to accommodate increased sales growth of 730% in 18-months and additional earnings of almost $100M.
Lawrence Singleton Skills
Lawrence Singleton Education Details
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Certified Public Accountant (Cpa) Candidate, California Board Of Accountancy -
Devry University – Keller Graduate School Of ManagementMaster Of Science In Accounting -
University Of La VerneMaster Of Business Administration (Mba) With A Concentration In Information Technology -
University Of The PacificBachelor Of Science In Business Administration With A Concentration In Finance
Frequently Asked Questions about Lawrence Singleton
What company does Lawrence Singleton work for?
Lawrence Singleton works for Dominion Wealth Advisors Llc
What is Lawrence Singleton's role at the current company?
Lawrence Singleton's current role is Managing Partner.
What is Lawrence Singleton's email address?
Lawrence Singleton's email address is ls****@****sor.com
What is Lawrence Singleton's direct phone number?
Lawrence Singleton's direct phone number is +170367*****
What schools did Lawrence Singleton attend?
Lawrence Singleton attended Certified Public Accountant (Cpa) Candidate, California Board Of Accountancy, Devry University – Keller Graduate School Of Management, University Of La Verne, University Of The Pacific.
What skills is Lawrence Singleton known for?
Lawrence Singleton has skills like Investments, Securities, Portfolio Management, Wealth Management, Real Estate Transactions, Commercial Real Estate, Strategy, Customer Relationship Management, Insurance, Investment Properties, Real Estate, Leadership.
Who are Lawrence Singleton's colleagues?
Lawrence Singleton's colleagues are Donald Riggs, Cfp®.
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Transformational Leader With A Focused Expertise In Building Highly Proficient Organizations And Critical Retention Strategies With Proven Maximum Output Results.Austin, Tx1texas.gov
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