Lawrence Fisher, financial advisor Livonia MI
96 score

Lawrence Fisher

CRD Number: 1125320
Current Firm: Lpl Financial LLC

Lawrence Fisher (CRD# 1125320) is an Investment Advisor Representative working at Lpl Financial LLC in Livonia, MI and has over 33 years of experience in the finance industry. Lawrence Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Livonia, MI Aug 2007 - Current 9
Fisher Retirement Services Livonia, MI Aug 2000 - Current 16
Independent Financial Advisors, Inc. Livonia, MI Feb 2008 - Apr 2010 2
Independent Financial Advisors Livonia, MI Dec 2003 - Sep 2009 5
Commonwealth Financial Network Waltham, MA Dec 2003 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Lawrence J. Fisher
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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