Laura BoldtCRD Number: 3096618
Current Firm: Vanguard Advisers Inc.
Laura Boldt (CRD# 3096618) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|The Vanguard Group, Inc.||Scottsdale, AZ||Jan 2014 - Current||3|
|Brokerage Professionals Inc.||Scottsdale, AZ||Sep 2013 - Dec 2013||< 1|
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2008 - Sep 2013||4|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Sep 2007 - Sep 2013||6|
|Usaa Investment Management Company||Phoenix, AZ||Nov 2006 - Dec 2008||2|
|Usaa Life Insurance Company||Phoenix, AZ||Sep 2007 - Nov 2008||1|
|Salomon Smith Barney Inc.||Phoenix, AZ||Jun 1998 - Nov 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||May 2007|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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