Lawrence Lowe is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 14 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
7929 Brookriver Dr Ste 725, Dallas, TX, 75247
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence operates Legacy Wealth Strategies and Sovereign Private Wealth Strategies, both DBAs for his LPL business, dedicating full-time hours and about a quarter of his time respectively. He is also a managing partner in Swol Lyfe, an e-commerce business, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations5 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.