Lawrence Karpf
Lawrence Karpf is a registered investment advisor at LPL Financial LLC, based in Tinton Falls, NJ, 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
Tinton Falls, NJ
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 1999Customer Dispute
August 1999Criminal
December 1977Other Business Activities
Lawrence operates Highland Partners Financial Services as a DBA for his LPL business, dedicating full-time hours to it. He also owns Karpf Financial Solutions, LLC as a business entity for tax and investment purposes, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations8 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.