LE
CFP
LE
CFP

Lawrence Eiben

25 Years of Experience
Vancouver
BrokerSells Insurance

Lawrence Eiben is a CFP-designated registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 25 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

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

925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Lawrence is a trustee for family UGMA accounts, dedicating minimal time to these activities. He is also a financial advisor at Raymond James LTD and is involved with Raymond James Financial Planning LTD, where he sells life insurance and provides financial planning services, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James (USA) LTD
June 2012 - Present · 13 yrs 11 mos
Raymond James (USA) LTD.
January 2012 - Present · 14 yrs 4 mos
Raymond James (USA) LTD.Broker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2000 - January 2012 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - January 2012 · 11 yrs 6 mos
State Registrations16 states
AZCACOFLIDILMANCNYOHORPATXUTWAWI
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.