Laurie Montagne (CRD# 6887566) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Olathe, CO and has over 4 years of experience in the finance industry.
CRD# 1946338
Natural Investments
CRD# 6916789
Edward Jones
CRD# 5614989
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2019 - Current | 4 |
| Cambridge Investment Research | Fairfield, IA | Jul 2019 - Current | 4 |
| Custom Homes And More | Montrose, CO | Mar 2019 - Current | 5 |
| Glass Doctor | Montrose, CO | Feb 2019 - Current | 5 |
| W Church Financial | Erie, CO | Dec 2017 - Current | 6 |
| Colorado Weed Management Association | Olahte, CO | Apr 2012 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CO
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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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