Samuel Laneave
Samuel Laneave is a registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 21 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
4905 Dickens Road, Suite 108, Richmond, VA, 23230
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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 →Other Business ActivitiesSells Insurance
Samuel is a managing partner at Wealth Innovations LLC, providing financial advice and products to clients, dedicating nearly full-time hours to this. He also sells fixed life insurance, fixed annuities, and health insurance, spending about 10-20% of his time on these activities, and is the sole member of True Life and Legacy Planning LLC, created to handle payroll and business expenses, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
First Clearing, LLCBroker
State Registrations4 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.