Lawrence Jacobson
Lawrence Jacobson is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 32 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
420 Fort Duquesne Blvd, One Gateway Center, Ste 2000, Pittsburgh, PA, 15222
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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
Lawrence is involved with Jacobson Associates, Inc. for tax/investment purposes, spending nearly full-time on this activity. He also sells non-variable insurance products, including life, disability, long-term care, and group insurance, dedicating nearly full-time to this as well, and operates The Monteverde Group, LLC as a DBA for LPL business, dedicating nearly full-time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
NFP Securities, INC.Broker
Lifemark Securities CORP.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
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.