Lawrence Vick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Evanston, IL, 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
1603 Orrington Ave., Ste 1250, Evanston, IL, 60201
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Lawrence operates Clear Financial Group as a DBA for his LPL business since 2009. He also manages Lawrence Vick CFP Corp for tax/investment purposes and Vicks Bricks, LLC for real estate rental, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations26 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.