TrueAdvisor
TrueAdvisor
LC
LC

Lawrence Crouse

Ameriprise Financial Services, LLC
43 Years of Experience
Fort Myers, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Lawrence Crouse is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Myers, FL, with 43 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12800 University Dr, Ste 105, Fort Myers, FL, 33907

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011
Settled
Customer Dispute
February 2004
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - January 2020 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - January 2020 · 11 yrs 4 mos
UBS Financial Services INC.Broker
January 2001 - September 2008 · 7 yrs 8 mos
UBS Financial Services INC.
January 2001 - September 2008 · 7 yrs 8 mos
Quick & Reilly, INC.Broker
May 1995 - January 2001 · 5 yrs 8 mos
First Maryland Brokerage CorporationBroker
August 1986 - October 1994 · 8 yrs 2 mos
Charles Schwab & CO., INC.Broker
September 1981 - June 1983 · 1 yr 9 mos
Brokers Exchange, INC.Broker
December 1980 - September 1981 · 9 mos
Salkin, Welch & CO., IncorporatedBroker
September 1980 - June 1981 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - December 1978 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
July 1977 - September 1978 · 1 yr 2 mos
State Registrations12 states
FLGAMAMDNCNJNYOHPATXVAVT
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.
More Advisors
More financial advisors in Fort Myers, FL →All financial advisors in Florida →