Laura English is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 13 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
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura operates 360 Wealth Management as a DBA for her LPL business and is a notary in Texas. She also provides full-time administrative support to Advisor Resource Council, an independent investment advisor firm, and its DBA, 360 Wealth Planners LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
Advisor Resource Council
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Southern Wealth Securities, LLCBroker
Southern Wealth Management LLP
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations1 state
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