Lawrence
Potomac

Lpl Financial LLC

CRD#714236
Investment Advisor
in San Diego, CA
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About this Advisor

Lawrence Potomac is a certified financial planner and personal financial specialist located in San Diego, California. Currently an investment advisor with Lpl Financial LLC, they have gathered a notable 38 years of professional experience in the financial advisory industry. Potomac has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Potomac can serve clients in California. Potomac has gained experience at Aig Financial Advisors, Inc, Financial Insight Corp, Associated Securities Corp and Lpl Financial LLC. Lpl Financial LLC is based out of San Diego, California, and operates out of 8,011 other offices throughout the nation. Overall, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Personal Financial Specialist

Years of Experience

38 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3111 Camino Del Rio N. Suite 602
San Diego, CA 92108

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lawrence Potomac Work History

Lawrence has 38 years of experience.

2009 - 2009 (0 years)

Associated Securities Corp

2009 - Present (10 years)

Lpl Financial LLC

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

1980 - 2011 (31 years)

Financial Insight Corp

Disclosures

Lawrence Potomac has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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