Laura McAree, financial advisor Bethesda MD

Laura McAree

CRD Number: 3202593
Current Firm: Heritage Investors Management Corp

Laura McAree (CRD# 3202593) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Heritage Investors Management Corporation Bethesda, MD Mar 2020 - Current 4
Goldman Sachs Personal Financial Management/united Capital Newport Beach, CA Mar 2019 - Mar 2020 1
West Financial Services, Inc. Mclean, VA Apr 2014 - Mar 2019 4

Laura McAree has no recent exams reported.
Contact Info for Laura L. McAree
Phone Number: 301-951-0440
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    3,127
    MILLIONS
  • Total Number of Accounts
    1,389
    ACCOUNTS
  • Average Account Value
    $2,251,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OR, PA, TX, VA

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