UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
45yrs
Lawrence Arthur Gekiere
Financial advisor at Osaic Wealth
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Dallas
Office15770 N Dallas Parkway Suite 650, Dallas, TX 75248
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2003 – 2024Securities America Advisors, Inc.Previously
- 1997 – 2003Veravest Investment Advisors, Inc.Previously
Questions to ask Lawrence
Tailored to Lawrence’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lawrence
How do I contact Lawrence?
Call Osaic Wealth at 800-821-5100 and ask for Lawrence Arthur Gekiere. Lawrence works from the Dallas, TX office.
How long has Lawrence been a financial advisor?
Lawrence has been in the industry since 1981, about 45 years. Top 1% by experience in Dallas.
What licenses does Lawrence hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lawrence a fiduciary?
Lawrence is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lawrence paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lawrence for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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