Lancent Warren
Lancent Warren is a registered investment advisor at LPL Financial LLC, based in Melbourne, FL, with 26 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
6767 N Wickham Rd Ste 400, Melbourne, FL, 32940
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Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Lancent operates under two DBAs for his LPL business: LCWarren Group, Inc. since 2011 and Blacks and Money since 2016. Lancent also sells non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
State Registrations18 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.