Lawrence Avery
Lawrence Avery is a registered investment advisor at LPL Financial LLC, based in Traverse City, MI, with 25 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
1925 Coral Lane, Traverse City, MI, 49686
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Lawrence plays guitar in a swing band a few times per year and is a board member for a non-profit. He also operates under the DBA Advanced Financial Group, Inc. for his LPL business and works as an insurance agent for Penn Mutual, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations19 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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