Lawrence Calhoun is a registered investment advisor at LPL Financial LLC, based in Apple Valley, MN, with 11 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
14665 Galaxie Ave Ste 100, Apple Valley, MN, 55124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence operates under Old National Investments and Old National Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to securities trading. He also fulfills a financial institution duty at Old National Bank Corporation, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations18 states
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.