LG
ChFC
LG
ChFC

Lawrence Gordon

31 Years of Experience
Ellicott City, MD
BrokerSells Insurance

Lawrence Gordon is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ellicott City, MD, with 31 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

Ellicott City, MD

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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 ActivitiesSells Insurance

Lawrence operates Gordon Financial Services, LLC as a DBA for his LPL business, dedicating a few hours per week. He also works as a non-variable insurance agent for Gordon Financial Services, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Grove Point Investments, LLCBroker
October 2005 - May 2025 · 19 yrs 7 mos
H. Beck, INC.
October 2005 - April 2021 · 15 yrs 6 mos
Sii Investments, INC.
October 2000 - October 2005 · 5 yrs
Sii Investments, INC.Broker
October 1998 - October 2005 · 7 yrs
Washington Square Securities, INC.Broker
April 1998 - November 1998 · 7 mos
Hartford Equity Sales Company INC.Broker
October 1994 - April 1998 · 3 yrs 6 mos
State Registrations17 states
CACTDCDEFLMDMIMTNJNMNYPASCVAWAWIWV
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.
Lawrence Gordon - Financial Advisor | TrueAdvisor