LM
LM

Lawrence Allen Morrison

25 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Included in AUM fee
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Location

590 Lexington Ave., Mansfield, OH, 44907

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Km&m Pinnacle, LTD.
March 2000 - Present · 25 yrs 11 mos
Previous Registrations
Expand Financial, LLC
June 2010 - November 2021 · 11 yrs 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.