Laura Lion is a fee-only financial advisor working at Barnett Financial in Austin, TX. Laura has over 20 years experience in the finance industry.
At Barnett Financial, we believe that the best way to connect your dreams to sound financial strategy is by getting to know you. To provide expert financial services and sound advice, we listen first. We take a personal interest in the unique experiences, concrete concerns, and complex drivers that shape your individual investment priorities.
We offer long-term family financial planning and investment management services to a select group of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Austin, TX | Jun 2020 - Current | 3 |
| Barnett Financial | Austin, TX | Mar 1999 - Jun 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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