John Lawrence
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Johnson City, TN 37604-4148
Credentials
Series 66
Industry experience
2 years
Carter Lawrence is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop customized wealth management plans tailored to clients' future goals. He joined Fidelity Investments in 2023 and has held roles including Financial Representative and Relationship Manager before assuming his current position in 2024.
In his role, Carter focuses on helping clients plan for their financial futures by working as part of a wealth management team. His experience spans various aspects of client relationship management and financial representation, providing a foundation for his consulting work.
Outside of his professional work, Carter enjoys cooking and baking, participating in family activities, playing football, and engaging with music and movies as an instrumentalist and enthusiast.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
Meats, Eats & Treats
2022 - 2023 (1 year)
PRECOA / National Guardian Life
2022 - 2023 (1 year)
Self Employed Consultant
2022 - 2022 (1 year)
State of Tennessee Unemployment Office
2020 - 2020 (1 year)
Zak's Home
2016 - 2022 (6 years)
Johnson City Bedding
2016 - 2016 (1 year)
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