Laurie Dotter, financial advisor Houston TX
87 score

Laurie Dotter

CRD Number: 6010392
Current Firm: Transwestern Investment Management, LLC

Laurie Dotter (CRD# 6010392) is an Investment Advisor Representative working at Transwestern Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA/PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA/PFS, CFP®
CRD# 860333
Linscomb & Williams
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Company Name Location Dates Years
Transwestern Investment Management, LLC Houston, TX Oct 2010 - Current 6
Transwestern Commercial Services Dallas, TX Jan 2010 - Dec 2010 < 1
Hunt Realty Investments Dallas, TX Aug 1998 - Jan 2010 11

Laurie Dotter has no recent exams reported.
Contact Info for Laurie L. Dotter
Phone Number: 214-572-9808
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Laurie Dotter and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.