Laurence Schnall
Laurence Schnall is a CFP-designated registered investment advisor at LPL Financial LLC, based in East Syracuse, NY, with 35 years of industry experience. Laurence 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
5015 Campuswood Drive, Suite 103, East Syracuse, NY, 13057
Get directionsHistory
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
Laurence sells insurance products, including fixed annuities, life/health, and accident insurance, dedicating minimal time to this activity. He also serves as Vice President at Meridian Wealth Management, a full-time, investment-related role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
First Investors CorporationBroker
State Registrations11 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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