LB
CFP
LB
CFP

Laura Banasiewicz

37 Years of Experience
Winston Salem, NC
1 DisclosureBroker

Laura Banasiewicz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winston Salem, NC, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1910 Peace Haven Road, Winston Salem, NC, 27106

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011
Denied
Other Business Activities

Laura owns rental property since 2016. She spends minimal time renting out the property.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
December 2001 - May 2025 · 23 yrs 5 mos
Cuso Financial Services, L.P.Broker
August 2000 - May 2025 · 24 yrs 9 mos
Invest Financial CorporationBroker
June 1999 - October 2000 · 1 yr 4 mos
Fsc Securities CorporationBroker
August 1997 - June 1999 · 1 yr 10 mos
Linsco/private Ledger CORP.Broker
August 1995 - August 1997 · 2 yrs
CUNA Brokerage Services, INC.Broker
September 1989 - August 1995 · 5 yrs 11 mos
First Investors CorporationBroker
July 1985 - June 1986 · 11 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Laura Banasiewicz - Financial Advisor | TrueAdvisor