ChooseAFinancialAdvisor.com
Advisors / Vermont / Burlington
29yrs

Lawrence Kimball Barber Jr

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith

Burlington, VT 05401Top 17% by experience in BurlingtonFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 17% by experience in Burlington
Office60 Lake St, Burlington, VT 05401
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state

Services through Merrill Lynch, Pierce, Fenner & Smith

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. 2000 – now
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm

Questions to ask Lawrence

Tailored to Lawrence’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Lawrence

How do I contact Lawrence?

Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Lawrence Kimball Barber Jr. Lawrence works from the Burlington, VT office.

How long has Lawrence been a financial advisor?

Lawrence has been in the industry since 1997, about 29 years. Top 17% by experience in Burlington.

What licenses does Lawrence hold?

Series 66. 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?

Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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