Laurie Longstreth, financial advisor Perry OH
93 score

Laurie Longstreth

CRD Number: 1948551
Current Firm: Independent Financial Partners

Laurie Longstreth (CRD# 1948551) is an Investment Advisor Representative working at Independent Financial Partners in Perry, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Parnters Shaker Heights, OH Apr 2012 - Current 4
Lpl Financial Corporation Shaker Heights, OH Nov 2010 - Current 6
Nrp Financial Inc. Bryan, OH Sep 2008 - Current 8
Nrp Advisors Inc. Bryan, OH Sep 2008 - Current 8
Wachovia Securities, LLC Beachwood, OH Jan 2008 - Aug 2008 < 1
Wachovia Securities, LLC Beachwood, OH Jan 2008 - Aug 2008 < 1
A. G. Edwards & Sons, Inc. Beachwood, OH Mar 1995 - Jan 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
Contact Info for Laurie A. Longstreth
Phone Number: 813-341-0960
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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