Stephen Lawandales
Stephen Lawandales is a registered investment advisor at LPL Financial LLC, based in Marietta, GA, with 39 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
732 Kennesaw Avenue, Suite 110, Marietta, GA, 30060
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business Activities
Stephen operates The Lawandales Group as a DBA for his LPL business, dedicating full-time hours to it. He also works as a Third Party Administrator (TPA) for Lawandales Retirement Services, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities Service Network, LLCBroker
Fsc Securities CorporationBroker
Sii Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations14 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.
Exams
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