Laura Cogdell (CRD# 4985850) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, OR and has over 16 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Medford, OR | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Medford, OR | Jul 2019 - Current | 4 |
| Oregon Cowgirl, LLC | Medford, OR | Mar 2011 - Current | 13 |
| Laura Cogdell | Medford, OR | Jul 2008 - Current | 15 |
| Merchant Publications, LLC | Medford, OR | Feb 2002 - Current | 22 |
| Laura G. Cogdell | Medford, OR | Jan 1995 - Current | 29 |
| Sagepoint Financial | Phoenix, AZ | Jan 2009 - Aug 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- OR
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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