Laura Meyers, financial advisor Mansfield TX
89 score

Laura Meyers

CRD Number: 5594576
Current Firm: Schulz Wealth, Ltd.

Laura Meyers (CRD# 5594576) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Schulz Wealth, Ltd. Mansfield, TX Mar 2015 - Current 1
Fidelity Brokerage Services LLC Westlake, TX Sep 2014 - Feb 2015 < 1
Rbc Capital Markets, LLC New Haven, CT Jan 2013 - Aug 2014 1
Pier One Imports Norwalk, CT Dec 2012 - Jan 2013 < 1
Weaver Wealth Management Fort Worth, TX Jun 2007 - Sep 2012 5
Texas Rpadhouse Lubbock, TX Aug 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Laura L. Meyers
Phone Number: 817-405-4014
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $304,600
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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