Laura Dawson, financial advisor Sulphur Springs TX
93 score

Laura Dawson

CRD Number: 4510307
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Laura Dawson (CRD# 4510307) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services Inc. Sulphur Springs, TX Sep 2007 - Current 9
Dawson Financial Sulphur Springs, TX Sep 2006 - Jun 2009 2
Rj O'brien Sulphur Srpings, TX Jan 2006 - Jun 2009 3
Allstate Insurance Company Emory, TX Oct 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Laura E. Dawson
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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