Laura Caceres, financial advisor Suwanee GA

Laura Caceres

CRD Number: 7459928
Current Firm: Lpl Financial LLC

Laura Caceres (CRD# 7459928) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Suwanee, GA Oct 2021 - Current < 1
United Poultry Corp. Peachtree Corners, GA Jan 1998 - Oct 2021 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Laura V. Caceres
Phone Number: 704-733-3300
Firm Website: https://twitter.com/lpl
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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, WY

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