Laura Smith, financial advisor Houston TX

Laura Smith

CRD Number: 5339819
Current Firm: Heritage Asset Advisors Ltd., LLP

Laura Smith (CRD# 5339819) is an Investment Advisor Representative working at Heritage Asset Advisors Ltd., LLP in Houston, TX and has over 16 years of experience in the finance industry. Laura Smith 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.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Heritage Asset Advisors Ltd., LLP Houston, TX Jul 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Laura A. Smith
Phone Number: 281.966.3370
Registered State(s):
  • TX
Current Firm Details
Heritage Asset Advisors Ltd., LLP
Firm's CRD Number: 144125
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $285,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, NC, TX

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