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Lawrence John Legrand

PLANCORP, LLC·SAINT LOUIS, Missouri
Clean recordPLANCORP, LLC
540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141-5829CRD# 4520112Firm CRD# 106599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence John Legrand · SAINT LOUIS, MO
Registration
CRD #4520112 · PLANCORP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence John Legrand is a registered financial advisor based in SAINT LOUIS, Missouri, affiliated with PLANCORP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PLANCORP, LLC
PLANCORP, LLC
AUM
$6.5B
Regulatory assets under management
Employees
81
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4520112
Firm CRD# 106599
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence John Legrand offer?
Lawrence John Legrand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS, Missouri for a consultation.
What are Lawrence John Legrand's credentials?
Lawrence John Legrand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence John Legrand located?
Lawrence John Legrand is based in SAINT LOUIS, Missouri, working with PLANCORP, LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.
How does Lawrence John Legrand charge for services?
Lawrence John Legrand's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANCORP, LLC?
PLANCORP, LLC has approximately 81 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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