Laura Bourbonnais (CRD# 2921038) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Raliegh, NC and has over 9 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Real Estate Brokers Northgroup | Huntersville, NC | Jun 2023 - Current | < 1 |
| Financial Gravity Family Office Services, LLC | Lakeway, TX | Sep 2021 - Current | 2 |
| Trigon Tax & Acconting LLC | Raleigh, NC | Jul 2009 - Current | 14 |
| Redfin Corporation | Durham, NC | Mar 2018 - Jun 2023 | 5 |
| Forta Financial Group, Inc. | Greenwood Village, CO | Feb 2020 - Sep 2021 | 1 |
| Financial Gravity Wealth, Inc. | Allen, TX | Aug 2019 - Dec 2019 | < 1 |
| Financial Gravity Wealth, Inc. | Allen, TX | Nov 2017 - Aug 2018 | < 1 |
| Linda Craft & Team Realtors | Raleigh, NC | Jul 2017 - Mar 2018 | < 1 |
| Hd Vest Advisory Services | Raleigh, NC | Sep 2016 - Nov 2017 | 1 |
| Hd Vest Investment Services | Raleigh, NC | Jan 2015 - Nov 2017 | 2 |
| Redefy Realty Raleigh | Raleigh, NC | Mar 2017 - Jul 2017 | < 1 |
| Fathom Realty LLC | Raleigh, NC | Oct 2015 - Mar 2017 | 1 |
| Hd Vest Insurance Agency Inc. | Raleigh, NC | Jan 2015 - Nov 2015 | < 1 |
| Marketwise Financial, LLC | Raleigh, NC | Sep 2014 - Dec 2014 | < 1 |
| Sole Proprietor | Wake Forest, NC | May 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
| S63 | Uniform Securities State Law Examination | May 2015 |
- NC
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Total Assets Under Management365MILLIONS
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Total Number of Accounts2,654ACCOUNTS
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Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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