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 Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
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Fee Structure
KM&M Pinnacle co-advises with Pinnacle Advisors. Pinnacle manages investments based on your individual needs and goals. They offer both discretionary and non-discretionary account management. Pinnacle uses various investments, including stocks, bonds, and mutual funds. Pinnacle's fees are paid either by direct fee deduction from an investment account or client manual billing. KM&M Pinnacle receives a portion of Pinnacle's fees as compensation for initiating the client relationship and continued expertise provided to the co-client.
Location
590 Lexington Ave., Mansfield, OH, 44907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Km&m Pinnacle, LTD.
Previous Registrations
Expand Financial, LLC
State Registrations1 state
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