Laurna Hart James (CRD# 2860340) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Baton Rouge, LA and has over 22 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Advisory, LLC | Baton Rouge, LA | May 2020 - Current | 4 |
| Capital Financial Group LLC | Baton Rouge, LA | Nov 2018 - Current | 5 |
| Investacorp | Miami, FL | Dec 2018 - May 2020 | 1 |
| Regions Bank | Baton Rouge, LA | Dec 2014 - Nov 2018 | 3 |
| Capital One Bank | Baton Rouge, LA | Jan 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- LA
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Total Assets Under Management303MILLIONS
-
Total Number of Accounts1,662ACCOUNTS
-
Average Account Value$182,388
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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