Laura Watson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mineral Wells, TX, with 10 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
115 N Oak Ave, Mineral Wells, TX, 76067
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Laura is a council member for the City of Mineral Wells, Texas, dedicating a few hours per week. She also operates Corner Post Financial Planning as a DBA for her LPL business, taking nearly full-time hours. Additionally, Laura is renovating a rental property, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Michael Babbin, CFPWestern Reserve Wealth Management LLC
- Cecil Hight, CFPAdvisor Share Wealth Management, LLC