Laura Peirson (CRD# 2502704) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Addison, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Inc. | Fairfield, IA | Feb 2024 - Current | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2024 - Current | < 1 |
Lpl Financial LLC | Austin, TX | Oct 2021 - Feb 2024 | 2 |
Global Retirement Partners, LLC | Austin, TX | Oct 2021 - Feb 2024 | 2 |
Planwise Financial Group | Austin, TX | Dec 2019 - Feb 2024 | 4 |
Commonwealth Financial Network | Waltham, MA | Dec 2019 - Oct 2021 | 1 |
The Prudential Insurance Company Of America | Irving, TX | Feb 2019 - Dec 2019 | < 1 |
Pruco Securities, LLC | Irving, TX | Feb 2019 - Dec 2019 | < 1 |
Adp LLC | Houston, TX | Sep 2017 - Feb 2019 | 1 |
Adp Broker Dealer Inc. | Houston, TX | Sep 2017 - Feb 2019 | 1 |
Stancorp Investment Advisers, Inc. | Plano, TX | May 2016 - Sep 2017 | 1 |
Standard Retirement Services, Inc. | Plano, TX | Nov 2015 - May 2016 | < 1 |
Ascensus Retirement | Dresher, PA | Feb 2001 - Nov 2015 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2017 |
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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