Laura Long is a registered investment advisor at LPL Financial LLC, based in Davidson, NC, with 17 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
559 Davidson Gateway Dr., Suite 101, Davidson, NC, 28036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura operates 4 Point Wealth Management as a DBA for her LPL business, dedicating a few hours per week. She also manages Coast 2 Coast Wealth Management and Laura Long, LLC, both business entities for tax/investment purposes, and spends nearly full-time on Coast 2 Coast Wealth Management. Laura also owns rental real estate properties, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Kcd Financial, INC.Broker
State Registrations49 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.