Autumn Lax (CRD# 5501000) is an Investment Advisor Representative working at Drucker Wealth in Austin, TX and has over 16 years of experience in the finance industry. Autumn Lax 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Drucker Wealth | 110 Winding Way, NJ | Feb 2024 - Current | < 1 |
| Hornor, Townsend & Kent, LLC | Horsham, PA | Mar 2021 - Feb 2024 | 2 |
| Raymond James & Associates | Austin, TX | Oct 2013 - Mar 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- TX
-
Total Assets Under Management518MILLIONS
-
Total Number of Accounts2,589ACCOUNTS
-
Average Account Value$200,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, NJ, NY, TX
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