LP
CFA
LP
CFA

Laurence Pike

11 Years of Experience
Plymouth, MA

Laurence Pike is a CFA-designated registered investment advisor at Client Priority Financial Advisors LLC, based in Plymouth, MA, with 11 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 104 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$400/hr
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Location

Plymouth, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Client Priority Financial Advisors LLC
March 2014 - Present · 12 yrs 1 mo
State Registrations2 states
MANY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laurence Pike - Financial Advisor | TrueAdvisor