Stephen Lawandales is a registered investment advisor at LPL Financial LLC, based in Marietta, GA, with 9 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
732 Kennesaw Avenue, Suite 110, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen operates The Lawandales Group as a DBA for his LPL business. This activity is investment-related and takes up 100% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities Service Network, LLCBroker
Fsc Securities CorporationBroker
State Registrations17 states
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