Laurence Pike
Client Priority Financial Advisors · Plymouth, Massachusetts
Laurence Pike is a fee-only financial advisor at Client Priority Financial Advisors in Plymouth, Massachusetts, who holds the CFA credential. Laurence charges hourly fees and focuses on retirement planning.
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Specialties
Facts
| Firm | Client Priority Financial Advisors |
|---|---|
| Based in | Plymouth, Massachusetts |
| Fee model | Hourly |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NY · CRD 2375048 |
| Exams passed | Series 63 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.clientpriority.com |
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Questions about Laurence
Is Laurence Pike a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurence holds no broker registration, and Client Priority Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurence charge for financial advice?
Laurence charges hourly fees.
Where is Laurence Pike based?
Laurence Pike is based in Plymouth, Massachusetts.
What does Laurence specialize in?
Laurence's specialties include retirement planning.
What credentials does Laurence Pike hold?
Laurence Pike holds the CFA credential.
Is Laurence Pike registered with the SEC?
Yes. Laurence Pike is registered as an investment adviser representative in MA and NY (CRD 2375048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Laurence Pike?
Through Laurence's website, www.clientpriority.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Client Priority Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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