Pinnacle Investments
43yrs
Top advisor by experience in Beverly
15yrs
Lawrence Albert
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience15 years (since 2011)
How that compares ?15 years in the industry
OfficeBeverly, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
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
- Jul 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2012 – 2025Commonwealth Financial NetworkPreviously
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 Cambridge Investment Research Advisors at 641-472-5100 and ask for Lawrence Albert. Lawrence works from the Beverly, MA office.
How long has Lawrence been a financial advisor?
Lawrence has been in the industry since 2011, about 15 years. 15 years in the industry.
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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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