Lawrence Goldstein is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 2 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
6009 Beltline Rd Suite 245, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence is the sole owner of Light Voyages LLC, a business entity for tax/investment purposes. He also operates More 2 Wealth Management as a DBA for his LPL business, dedicating full-time hours, and owns LMG CPA PLLC for tax preparation/accounting/CPA services, taking about half of Lawrence's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations11 states
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