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Laura Gentry

29 Years of Experience
Denton, TX
1 DisclosureBroker

Laura Gentry is a registered investment advisor at LPL Financial LLC, based in Denton, TX, with 29 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

512 West Hickory, Ste 114, Denton, TX, 76201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Settled
Other Business Activities

Laura is the secretary/treasurer of her husband's business and sole owner of Warren-Gentry Enterprises, Inc., a corporation owned for tax purposes. She also operates AVISCO Financial as a DBA for her LPL business and owns BWT Holdings, LLC, a real estate rental company, spending minimal time on the latter.

Employment History
Current Registrations
LPL Financial LLC
October 2007 - Present · 19 yrs
LPL Financial LLCBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Edward JonesBroker
July 1997 - August 2005 · 8 yrs 1 mo
Fidelity Brokerage Services, INC.Broker
October 1996 - May 1997 · 7 mos
State Registrations28 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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