Lawrence Morrison is a registered investment advisor at Km&m Pinnacle, LTD., based in Mansfield, OH, with 26 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management fees and fee schedules are determined and charged by the partner firm, Pinnacle Advisors. KM&M Pinnacle Ltd. refers clients to Pinnacle Advisors and co-advises on the relationship, receiving a portion of the advisory fees collected. Specific investment management fee percentages and tiers are detailed in Pinnacle Advisors' disclosure brochure.
Location
590 Lexington Ave., Mansfield, OH, 44907
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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 →Employment History
Current Registrations
Km&m Pinnacle, LTD.
Previous Registrations
Expand Financial, LLC
State Registrations1 state
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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