Laura Stohlman
Laura Stohlman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13 E Deer Park Dr, Gaithersburg, MD, 20877
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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
Laura is involved in several business activities, including Medallion Financial Strategies, Mark Sain Family Trust UAD, Medallion Financial Group, Terra Firma Ventures LLC, Legal Shield Identity Shield, National & MD State Society Daughters of the American Revolution, and is an author. She also works with Safe Money Concepts, LLC, a non-variable insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ffp Securities, INC.Broker
Professional Broker-Dealer Financial Planning, INC.Broker
Koonce Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Mutual Service CorporationBroker
Income Investments IncorporatedBroker
State Registrations21 states
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.