Laura Dawson (CRD# 4510307) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX and has over 21 years of experience in the finance industry. Laura Dawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6745503
Osaic Wealth, Inc.
CRD# 5318216
Raymond James Financial Services Advisors, Inc.
CRD# 2607738
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services Inc. | Sulphur Springs, TX | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- TX
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
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