William Laughon (CRD# 6922312) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Glen Allen, VA and has over 6 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Roanoke, VA | Mar 2020 - Current | 4 |
Old Dominion University | Roanoke, VA | Apr 2019 - Current | 5 |
Ameriprise Financial Services, Inc. | Roanoke, VA | Jan 2020 - Mar 2020 | < 1 |
Wells Fargo Clearing Services, LLC | Roanoke, VA | Mar 2018 - Apr 2019 | 1 |
Wells Fargo Bank Na | Roanoke, VA | Apr 2016 - Apr 2019 | 3 |
N/a | Roanoke, VA | Jun 2015 - Apr 2016 | < 1 |
Virginia Tech | Roanoke, VA | Jun 2013 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2018 |
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- VA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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