Laura FitzpatrickCRD Number: 3131509
Current Firm: Suntrust Investment Services, Inc.
Laura Fitzpatrick (CRD# 3131509) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Vienna, VA and has over 16 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2010 - Current||6|
|Unemployed||Baltimore, MD||May 2009 - Dec 2009||< 1|
|Deutsche Bank Securities Inc.||Baltimore, MD||Mar 2008 - Apr 2009||1|
|Neuberger Berman, LLC||New York, NY||Jan 2001 - Mar 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV