LG
LG

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. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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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 · 18 yrs 7 mos
LPL Financial LLCBroker
August 2005 - Present · 20 yrs 9 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.
Laura Gentry - Financial Advisor | TrueAdvisor