LF
LF

Lawrence Foster

8 Years of Experience
Dallas, TX
Broker

Lawrence Foster is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 8 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

15660 North Dallas Pkwy-120, Dallas, TX, 75248

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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 Activities

Lawrence operates under the DBA TrustBridge Wealth Management LLC for his LPL business. This activity is investment-related and takes place at his business location.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
September 2018 - July 2024 · 5 yrs 10 mos
Edward JonesBroker
August 2018 - July 2024 · 5 yrs 11 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
September 2017 - July 2018 · 10 mos
Fidelity Brokerage Services LLCBroker
March 2017 - September 2018 · 1 yr 6 mos
State Registrations5 states
INNYOKTNTX
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.