EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
16yrs
Lawrence Rocha
Financial advisor at Osaic Wealth
Lawrence Rocha is a fiduciary financial advisor in Torrance, California, with 16 years in the industry. After two years at Independent Financial Partners and a year at LPL Financial, Lawrence joined Osaic Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 55% of advisors in Torrance
Office21151 S Western Avenue Suite 205, Torrance, CA 90501
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowOsaic Wealth, Inc.Current firm
- 2023 – 2025Independent Financial PartnersPreviously
- Jan 2022 – Jun 2023LPL Financial LLCPreviously
- 2018 – 2021Avantax Advisory ServicesPreviously
- Nov 2017 – Oct 2018Osaic Institutions, Inc.Previously
- 2015 – 2017Cetera Investment Advisers LLCPreviously
- Jun 2014 – Oct 2015U.S. Bancorp Investments, Inc.Previously
Contact Lawrence
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Lawrence. 21151 S Western Avenue Suite 205Torrance, CA 90501Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lawrence
Tailored to Lawrence’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lawrence
How do I contact Lawrence?
Call Osaic Wealth at (800) 821-5100 and ask for Lawrence Rocha. Lawrence works from the Torrance, CA office.
How long has Lawrence been a financial advisor?
Lawrence has been in the industry since 2010, about 16 years. More experience than 55% of advisors in Torrance.
What licenses does Lawrence hold?
Series 63, 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?
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Torrance
Morgan Stanley
43yrs
Top 1% by experience in Torrance
Cetera Investment Advisers
43yrs
Top 1% by experience in Torrance
LPL Financial
43yrs
Top 1% by experience in Torrance
Morgan Stanley
42yrs
Top 1% by experience in Torrance