LW
CFP
LW
CFP

Laura Watson

10 Years of Experience
Mineral Wells, TX
Broker

Laura Watson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mineral Wells, TX, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

115 N Oak Ave, Mineral Wells, TX, 76067

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History

Regulatory History
Clean regulatory record

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.

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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
June 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Ica Group Wealth Management, LLC
July 2021 - August 2024 · 3 yrs 1 mo
LPL Financial LLC
November 2017 - October 2021 · 3 yrs 11 mos
Investment Centers of America, INC.
January 2016 - November 2017 · 1 yr 10 mos
Investment Centers of America, INC.Broker
November 2015 - November 2017 · 2 yrs
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.