Laurel LingleCRD Number: 5965702
Current Firm: D.a. Davidson & Company
Laurel Lingle (CRD# 5965702) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 2 years of experience in the finance industry.
|D.a. Davidson & Company||Seattle, WA||Dec 2014 - Current||2|
|D.a. Davidson & Company||Bellevue, WA||Dec 2014 - Dec 2014||< 1|
|D.a. Davidson & Company||Bellevue, WA||Sep 2013 - Dec 2014||1|
|Boeing Employee Credit Union||Seattle, WA||Jun 2013 - Sep 2013||< 1|
|Suncoast Schools Fcu||Tampa, FL||Aug 2011 - May 2013||1|
|Cuna Brokerage Services, Inc.||Tampa, FL||Aug 2011 - May 2013||1|
|Pier 1 Imports, Inc.||Tampa, FL||Oct 2009 - May 2013||3|
|Barnes & Nobles College Booksellers, Inc.||Tampa, FL||Aug 2009 - Sep 2010||1|
|Full-time Student||Tampa, FL||Nov 2008 - Aug 2009||< 1|
|John Hancock Signature Services, Inc.||Tampa, FL||Jan 2008 - Nov 2008||< 1|
|Bank Of America||Tampa, FL||Oct 2006 - Nov 2008||2|
|Unemployed||Tampa, FL||Nov 2007 - Jan 2008||< 1|
|Bank Of America||Jacksonville, FL||Apr 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- 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)
- Publication of periodicals or newsletters
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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