Laura Emard, financial advisor Billings MT
89 score

Laura Emard

CRD Number: 6145193
Current Firm: Ubs Financial Services Inc.

Laura Emard (CRD# 6145193) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Billings, MT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Billings, MT Dec 2012 - Current 4
Berean Christian Stores Billings, MT Feb 2008 - Dec 2012 4
Bible Book Store Billings, MT Oct 2004 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Laura A. Emard
Phone Number: 201-352-3000
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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