Lawrence Pelland is a registered investment advisor at Alda Advisors, INC., based in Akron, OH, with 43 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting at a rate of up to $350 per hour.
- Flat annual retainer fee ranging from $1,200 to $25,000.
- Fees for company retirement plan review and service range from $1,000 to $50,000 and are based upon services selected.
Location
4085 Embassy Parkway, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is registered as an RIA in Ohio under Alda Advisors, Inc. He receives insurance company commissions for individual, group, health, dental, life, disability, and vision insurance, as well as a salary from Alda Advisors, Inc., and a state pension from his previous role as Finance Director for the City of Fairlawn, OH.
Employment History
Current Registrations
Alda Advisors, INC.
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Ascend Financial Services, INC.Broker
Mony Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.