Amy Lawrence is a registered investment advisor at LPL Financial LLC, based in Key Largo, FL, with 9 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
Key Largo, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is involved in numerous real estate rental properties and is a licensed real estate agent. She also owns Bright Tree Grove Inc (fruit sales), Upkeep Management LLC (property management), Zombie Escape Plan LLC (boat owner), and Gorilla Investments CO LLC, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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