Laura HarbertCRD Number: 5479052
Current Firm: Advice And Planning Services
Laura Harbert (CRD# 5479052) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa||Charlotte, NC||Dec 2006 - Current||11|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Dec 2006 - Current||11|
|University Of Colorado||Colorado Springs, CO||Aug 2003 - May 2007||3|
|Phillips Temps (subcontracted To Tiaa-cref)||Denver, CO||Jun 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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