Laura Rotter (CRD# 1564015) is an Investment Advisor Representative working at True Abundance Advisors in White Plains, NY and has over 15 years of experience in the finance industry. Laura Rotter 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# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Abundance Advisors | White Plains, NY | Jul 2016 - Current | 7 |
| Unemployed | White Plains, NY | Feb 2016 - Jul 2016 | < 1 |
| Pell Wealth Partners | Rye Brook, NY | May 2014 - Feb 2016 | 1 |
| Unemployed | White Plains, NY | Dec 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
- NY
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$426,328
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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