Larry Resczenski is a registered investment advisor at LPL Financial LLC, based in Gainesville, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4915 NW 43rd Street, Gainesville, FL, 32606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Larry operates Collaborative Wealth Management, Inc. and Collaborative Wealth as DBAs for his LPL business. He also provides investment advisory services through Collaborative Wealth, spending nearly full-time hours on this activity and serves as Treasurer of his Condo Association.
Employment History
Current Registrations
LPL Financial LLCBroker
Collaborative Wealth
Previous Registrations
Markey Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations9 states
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