Lawrence Mcgrath
Lawrence Mcgrath is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mountain Home, AR, with 27 years of industry experience. Lawrence 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Mountain Home, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence works as an agent for McGrath Financial & Retirement Services, focusing on insurance sales and service, including fixed annuities, life/health, and long-term care, and dedicates about a quarter of his time to this. He also owns McGrath Financial & Retirement Services, spending a significant amount of time on investment advice and planning, and owns Tonedaddy Publishing, dedicating a few hours per week to songwriting.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Conseco Securities, INC.Broker
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.
Exams
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