Emilee Lawrence
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, Inc.Jan 2020 to now
- Cuna Mutual GroupJan 2020 to May 2022
- M Holdings Securities, Inc.Mar 2019 to Oct 2019
- Rose Street AdvisorsMar 2019 to Oct 2019
- Cx Institutional, LLCMar 2018 to Mar 2019
- LPL Financial LLCJan 2018 to Mar 2019
- Oak Point Wealth ManagementJan 2018 to Mar 2018
- JP Morgan Chase BankMay 2017 to Dec 2017
- JP Morgan Securities, LLCMay 2017 to Dec 2017
- PNC BankJun 2013 to Apr 2017
- PNC InvestmentsJun 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5951169
- Firm CRD
- 6413