Laura Cooley
Laura Cooley is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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
Laura works as an Investment Advisor Representative at Georgetown Lawley Group, focusing on financial planning and investment advisory services, taking about half her time. She also works as an insurance agent for Lawley, LLC, selling life, disability, and health insurance, dedicating minimal time, and as a retirement plan advisor for Lawley Retirement Advisors, dedicating nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Lawley Retirement Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
1st Global Capital CORP.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Next Financial Group, INC.Broker
New England SecuritiesBroker
State Registrations32 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.