Laurance Phister
Laurance Phister is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 25 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
1900 Main Street, Suite 125, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
Criminal
December 1997Other Business Activities
Laurance operates his LPL business under the DBA CB&T Wealth Advisors since 2019. He also works full-time as a Private Banking Relationship Manager at ZB, N.A. (California Bank & Trust) since 2019, and is an officer in the family business CTC4FUN, DBA The Crosstraining Club.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Banc of America Investment Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.