Lawrence Johnson is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Orlando, FL, with 15 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
4700 Millenia Boulevard, Suite 310, Orlando, FL, 32839
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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.
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Lawrence owns V's Barbershop, is a board member at Roper YMCA, and has interests in several LLCs for tax/investment purposes. He also has outside employment at Lauris L Johnson DMD PLLC and owns rental real estate; these activities take up about 10-20% of his time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robinhood Financial, LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
USAA Financial Planning Services
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations12 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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