Lawrence William Mcgrath

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 07/2025
  Next Financial Group, Inc.
  Mountain Home, AR
• 07/2025 → Present
  Lpl Financial Llc
  Mountain Home, AR

Previous Registrations

• 2007-03-16 → 2025-07-10
  Next Financial Group, Inc.
  Houston, TX
  Mountain Home, AR
  Houston, TX
• 2006-04-24 → 2007-03-16
  National Planning Corporation
  Mountain Home, AR

Other Businesses

1. 07/2025 - McGrath Financial & Retirement Services Inc. - Non-Variable Insurance - Mountain Home, AR - INV REL - Start Date 05/01/2007 - 20hrs/mth | 20hrs during trading 2. 07/2025 - Tonedaddy Publishing - Artist/ Musician - Mountain Home, AR - NOT INV REL - Start Date 08/16/2017 - 15hrs/mth | 0hrs during trading 3. 07/2025 - McGrath Financial & Retirement Services Inc. - DBA for LPL Business (entity for LPL business) - Mountain Home, AR - INV REL - Start Date 05/01/2007 - 140hrs/mth | 120hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-19

Designations

• Certified Financial Planner