Laura Holt is a registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, 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
14580 Wards Rd, Lynchburg, VA, 24502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura is a DBA for LPL business, dedicating full-time hours to First National Advisors. She also owns S & L Designs, making and selling bath products, and serves as a Notary Public and Financial Secretary for Childrey Baptist Church, dedicating minimal time to each. Additionally, she has outside W-2 employment as an actor, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
State Registrations10 states
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