Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Lawrence Potomac Work History
Lawrence has 38 years of experience.
Lpl Financial LLC
Associated Securities Corp
Aig Financial Advisors, Inc
Financial Insight Corp
Lawrence Potomac has no disclosures.
Please visit their SEC profile for more details.