Lawrence
Gardner
Lpl Financial LLC
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About this Advisor
Lawrence Gardner is a financial advisor operating in Tampa, Florida, who has 1 year of industry experience. Gardner is currently employed by Lpl Financial LLC. During their career, Gardner has held roles at Cuna Mutual Brokerage Services, Inc, Achieva Credit Union, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Suncoast Credit Union, Cuna Brokerage Services, Inc, Members Trust Company, Fsb and Lpl Financial LLC. Gardner holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Florida. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets between its 1,688,501 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. Lpl Financial LLC offers a broad set of services, such as 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. A financial advisor's fee schedules typically depend on which services are provided. However, fee types charged by Lpl Financial LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Gardner Work History
Lawrence has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Suncoast Credit Union
Cuna Brokerage Services, Inc
Members Trust Company, Fsb
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cuna Mutual Brokerage Services, Inc
Achieva Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lawrence Gardner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Vienna, VA
Charlestown, MA
Walnut Creek, CA
Naperville, IL
Purchase, NY
Waukesha, WI
Bridgeport, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
