Lawrence
Salberg

Lpl Financial LLC

CRD#5740042
Investment Advisor
in Atlanta, GA
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About this Advisor

Lawrence Salberg is a financial advisor based in Atlanta, Georgia, who has 10 years of professional experience. Salberg is an employee of Lpl Financial LLC. During their career, Salberg has held roles at Wells Fargo Advisors LLC, Rcm Healthcare, Innovation Partners LLC, Lpl Financial LLC and Delta Community Credit Union. Salberg has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Lpl Financial LLC is a financial advisory business operating out of Atlanta, Georgia. The company has offices in 8,011 locations and a total of 22,703 financial advisors. It administers $153 billion in total assets among its 680,466 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC performs a number 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. Fees for financial management largely vary depending on the type of services provided. Fees charged by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

1025 Virginia Avenue
Atlanta, GA 30354

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA 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 Salberg Work History

Lawrence has 10 years of experience.

2015 - Present (4 years)

Lpl Financial LLC

2015 - Present (4 years)

Delta Community Credit Union

2014 - 2015 (1 years)

Innovation Partners LLC

2009 - 2014 (5 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Rcm Healthcare

Disclosures

Lawrence Salberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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