Laura Perry, financial advisor Indianapolis IN

Laura Perry

CRD Number: 2239302
Current Firm: Axia Advisory

Laura Perry (CRD# 2239302) is an Investment Advisor Representative working at Axia Advisory in Indianapolis, IN and has over 31 years of experience in the finance industry.

Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Leeann Cannon, financial advisor Indianapolis IN
Leeann R. Cannon
CRD# 5915026
Edward Jones
Similar Advisors
Scott A'hearn, financial advisor Indianapolis IN
Scott A'hearn
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Axia Advisory Corporation Indianapolis, IN Nov 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Laura M. Perry
Phone Number: 317-630-2800
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,517
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $8,378,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IN, OH

Ready to hire a financial advisor? Get competitive proposals from Laura Perry and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.