Lawrence
Johnson

Schwab Private Client Investment Advisory, Inc

CRD#5318043
Investment Advisor
in Orlando, FL
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About this Advisor

Lawrence Johnson is a certified financial planner who works in Orlando, Florida, who has been in the industry for 10 years. Johnson currently works for Schwab Private Client Investment Advisory, Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Optimum Office Solutions and Schwab Private Client Investment Advisory, Inc. Johnson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Schwab Private Client Investment Advisory, Inc is a financial advisory business operating in Orlando, Florida. It has offices in 10 locations and a total of 598 employees. It manages $90 billion in total assets between its 108,791 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 108,791 client accounts, 66% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on the type of financial services. Fee types charged by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lawrence Johnson Work History

Lawrence has 10 years of experience.

2014 - Present (5 years)

Charles Schwab & Co., Inc

2014 - Present (5 years)

Schwab Private Client Investment Advisory, Inc

2008 - 2014 (6 years)

Usaa Financial Advisors, Inc

2008 - 2014 (6 years)

Usaa Financial Planning Services

2008 - 2014 (6 years)

Optimum Office Solutions

Disclosures

Lawrence Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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