TrueAdvisor
TrueAdvisor
BL
BL

Bryan Lawrence

LPL Financial LLC
18 Years of Experience
Conway, AR
1 DisclosureBroker
View SEC Summary
View SEC Summary

Bryan Lawrence is a registered investment advisor at LPL Financial LLC, based in Conway, AR, with 18 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Conway, AR

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLCBroker
August 2019 - Present · 7 yrs 2 mos
LPL Financial LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
June 2018 - September 2019 · 1 yr 3 mos
Ameriprise Financial Services, INC.
June 2018 - September 2019 · 1 yr 3 mos
Investment Professionals, INC.
April 2012 - September 2018 · 6 yrs 5 mos
Investment Professionals, INC.Broker
March 2012 - September 2018 · 6 yrs 6 mos
Investment Professionals, INC.
March 2012 - March 2012 · 0 mos
Edward Jones
March 2008 - March 2012 · 4 yrs
Edward JonesBroker
February 2008 - March 2012 · 4 yrs 1 mo
State Registrations3 states
AROKTX
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.
More Advisors
More financial advisors in Conway, AR →All financial advisors in Arkansas →