Laura Long (CRD# 5518900) is an Investment Advisor Representative working at Wells Fargo Advisors in Davidson, NC and has over 15 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Davidson, NC | Mar 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Charlotte, NC | Nov 2016 - Mar 2021 | 4 |
| Wells Fargo Advisors LLC | Charlotte, NC | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- NC
- TX
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Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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