Laura Chernova, financial advisor Mill Valley CA
90 score

Laura Chernova

CRD Number: 4606911
Current Firm: United Capital Financial Advisers

Laura Chernova (CRD# 4606911) is an Investment Advisor Representative working at United Capital Financial Advisers in Mill Valley, CA and has 1 year of experience in the finance industry. Laura Chernova has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA May 2011 - Current 5
Stancorp Investment Advisers, Inc. San Francisco, CA Aug 2007 - May 2011 3
Wetherby Asset Management San Francisco, CA Oct 1994 - Aug 2007 12

Laura Chernova has no recent exams reported.
Contact Info for Laura G. Chernova
Phone Number: 949-999-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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