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Larry Resczenski

LPL Financial LLC
24 Years of Experience
Gainesville, FL
Broker
View SEC Summary
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Larry Resczenski is a registered investment advisor at LPL Financial LLC, based in Gainesville, FL, with 24 years of industry experience. Larry 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4915 NW 43rd Street, Gainesville, FL, 32606

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Larry operates Collaborative Wealth Management, Inc. and Collaborative Wealth as DBAs for his LPL business. He also provides investment advisory services through Collaborative Wealth, spending nearly full-time hours on this activity and serves as Treasurer of his Condo Association.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 10 mos
Collaborative Wealth
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Markey Wealth Management
June 2015 - September 2018 · 3 yrs 3 mos
LPL Financial LLC
April 2013 - September 2016 · 3 yrs 5 mos
LPL Financial LLCBroker
April 2013 - October 2018 · 5 yrs 6 mos
VALIC Financial Advisors, INC.
December 2003 - May 2013 · 9 yrs 5 mos
VALIC Financial Advisors, INC.Broker
February 2002 - May 2013 · 11 yrs 3 mos
State Registrations10 states
CAFLGAMNNCSCTXVAVTWA
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.
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