Laura Sodhi (CRD# 6235844) is an Investment Advisor Representative working at Huntington Financial Advisors in College Station, TX and has over 9 years of experience in the finance industry. Laura Sodhi 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.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Sep 2021 - Current | 2 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | May 2015 - Aug 2021 | 6 |
| Bbva Wealth Solutions Inc, | College Station, TX | May 2015 - Aug 2021 | 6 |
| Compass Bank | Birmingham, AL | Apr 2015 - Aug 2021 | 6 |
| Bbva Securities Inc. | College Station, TX | Apr 2015 - Aug 2021 | 6 |
| Cetera Investment Advisers LLC | Bryan, TX | May 2014 - Apr 2015 | < 1 |
| Prosperity Bank | Bryan, TX | Dec 2013 - Apr 2015 | 1 |
| Cetera Investment Services LLC | Bryan, TX | Aug 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- TX
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- 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)
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