Lawrence Avery
Lawrence Avery is a registered investment advisor at LPL Financial LLC, based in Traverse City, MI, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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 Registrations18 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.