Laura StohlmanCRD Number: 1093855
Current Firm: Ssn Advisory, Inc.
Laura Stohlman (CRD# 1093855) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Gaithersburg, MD and has over 31 years of experience in the finance industry. Laura Stohlman 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.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|Securities Service Network||Gaithersburg, MD||Oct 2011 - Current||6|
|Washington International Horse Show||Gaithersburg, MD||Jul 1989 - Current||28|
|Spectrum Financial Group||Gaithersburg, MD||Sep 1986 - Current||31|
|Stohlman Financial Services||Frederick, MD||Aug 1985 - Current||32|
|Ffp Securities, Inc.||Gaithersburg, MD||Jul 1994 - Oct 2011||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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, VT, WA, WI, WV