Laura Christofferson, financial advisor Bellevue WA
93 score

Laura Christofferson

CRD Number: 5912322
Current Firm: Raymond James Financial Services Advisors, Inc.

Laura Christofferson (CRD# 5912322) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bellevue, WA and has over 4 years of experience in the finance industry. Laura Christofferson 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Bellevue, WA May 2012 - Current 4
Raymond James Financial Services, Inc. Bellevue, WA Feb 2012 - Current 4
Alden Capital Management Bellevue, WA Apr 2011 - Current 5
Raymond James Financial Services, Inc. Bellevue, WA Apr 2011 - Feb 2012 < 1
Cascade Land Conservancy Seattle, WA Apr 2010 - Mar 2011 < 1
Whole Foods Redmond, WA Sep 2009 - Apr 2010 < 1
Pet Care Plus Chicago, IL Mar 2009 - Jul 2009 < 1
Jf New Monee, IL Jul 2007 - Feb 2009 1
Miami University Oxford, OH Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Laura N. Christofferson
Phone Number: 727-567-5877
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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