Lawrence Silverman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Frisco, TX, with 35 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
5300 Town & Country Blvd, Ste 160, Frisco, TX, 75034
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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.
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Lawrence operates under the DBA Siverman LeGate Advisory Team (SLAdvisory) for his LPL business. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
360 Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Cfo4life, L.P.
Bkr Cornwell Jackson Financial Services, L.P.
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
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.