LF
LF

Laura Freeman

13 Years of Experience
Downers Grove, IL
BrokerSells Insurance

Laura Freeman is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2651 Warrenville Road Ste 200, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Laura operates under several DBAs for her LPL business, including Professional Wealth Advisors LLC and PWA FS. She also engages in direct sales for Young Living Essential Oils and is part of Partnerland LLC for tax/investment purposes, dedicating minimal time to Young Living and nearly full-time hours to Partnerland LLC.

Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLC
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2018 - January 2023 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2018 - January 2023 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
August 2007 - October 2012 · 5 yrs 2 mos
State Registrations13 states
AZCAFLIAILINMIMNNCNVSCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.