Lawrence Mjovig
Lawrence Mjovig is a registered investment advisor at LPL Financial LLC, based in Kalamazoo, MI, with 30 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
151 South Rose Street, Comerica Building Ste. 604C, Kalamazoo, MI, 49007-4731
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Lawrence is an independent insurance agent in Portage, MI, selling fixed insurance products since 2002. The filing does not specify the time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H&r Block Financial Advisors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.