Leanne Lakes is a registered investment advisor at LPL Financial LLC, based in La Plata, MD, with 10 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
305 Centennial St, Ste C, La Plata, MD, 20646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leanne is a notary since 2022, and operates Lakes Investment Solutions Group, LLC as a DBA for her LPL business, dedicating about a quarter of her time. She also owns Hurricane Investments, LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
State Registrations16 states
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