Laura Wamre (CRD# 4255091) is an Investment Advisor Representative working at Mutual Advisors, LLC in Albuquerque, NM and has over 19 years of experience in the finance industry. Laura Wamre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
Mgm LLC
CRD# 6728009
Bbva Wealth Solutions Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Advisors, LLC | Casper, WY | Apr 2018 - Current | 2 |
| Mutual Securities, Inc. | Camarillo, CA | Jul 2016 - Current | 4 |
| Cloak Advisors | Albuquerque, NM | Jul 2016 - Apr 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque, NM | Jul 2016 - Jul 2016 | < 1 |
| Bank Of America, N.a. | Albuquerque, NM | Aug 2013 - Jul 2016 | 2 |
| Morgan Stanley Smith Barney | Orland Park, IL | Jun 2009 - Jul 2013 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- NM
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Total Assets Under Management2,809MILLIONS
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Total Number of Accounts9,832ACCOUNTS
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Average Account Value$285,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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