Laura H Friel
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCAug 2026 to now
- LPL Financial (dba: Transformational Advisory Group)Aug 2024 to now
- Webhouse Inc.Jan 2023 to Jul 2024
- Hofstra UniversitySep 2022 to May 2024
- Hofstra Business Consulting GroupSep 2022 to May 2023
- N.T. DesignsMay 2022 to Sep 2022
- Columbia UniversitySep 2021 to May 2022
- UnemployedJun 2021 to Sep 2021
- United States Marine CorpsOct 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7968402
- Firm CRD
- 6413