Laurie AdamsCRD Number: 5650164
Current Firm: Journey Strategic Wealth LLC
Laurie Adams (CRD# 5650164) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 14 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Journey Strategic Wealth LLC||Summit, NJ||Sep 2022 - Current||< 1|
|Eagle Strategies LLC||Bellevue, WA||Jul 2011 - Sep 2022||11|
|New York Life Insurance Company||Bellevue, WA||Mar 2009 - Sep 2022||13|
|Nylife Securities LLC||Bellevue, WA||Mar 2009 - Sep 2022||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management2,622MILLIONS
Total Number of Accounts742ACCOUNTS
Average Account Value$3,533,163
- 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
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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