Key Largo, FL Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,430 offices

Location

Key Largo FL

Advisors at this office

2

Advisors at this office

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Amy L

Series 66

Key Largo, FL

LPL Financial

Amy Lawrence is a financial advisor with LPL Financial in Key Largo, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial, she worked at Bank of America and Merrill Lynch from 2016 to 2023. Outside of her advisory role, she owns and operates several businesses including a fruit sales company, a property management firm, and a boat ownership venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technology tools to support discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Brian M

Series 63, Series 66

Key Largo, FL

LPL Financial

Brian Miller is a financial advisor with LPL Financial based in Key Largo, FL. He holds the Series 63 and Series 66 designations and has 21 years of industry experience, including over 10 years with LPL Financial. Outside of his advisory work, he owns a personal boat named Pukka The Boat. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and research-supported model portfolios.

College savings (529s, UTMA, etc.)
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