Louis Wray
Louis Wray is a registered investment advisor at LPL Financial LLC, based in Lake St Louis, MO, with 31 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
6895 Lake Saint Louis Blvd, Lake St Louis, MO, 63367
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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
Louis owns rental real estate and operates Vine Wealth Management and Cornerstone Wealth Portfolios as DBAs for his LPL business. He also provides investment advisory services through Cornerstone Wealth Management, spending full-time hours on this activity, and works as a Product Specialist for Investing You, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations17 states
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