Andrew Lawrence
Andrew Lawrence is a registered investment advisor at LPL Financial LLC, based in Puyallup, WA, with 22 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
117 14th Ave Se, Puyallup, WA, 98372
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
Andrew is an assistant high school football coach for the Puyallup Roughriders, dedicating a significant amount of time to this non-investment related activity. He also operates Sound Investment & Retirement Solutions as a DBA for his LPL business, dedicating full-time hours during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Waddell & ReedBroker
Waddell & Reed
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Key Investment Services LLC
Key Investment Services LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.