Laura Chamness (CRD# 5305513) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 16 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Geneva, IL | Nov 2017 - Current | 6 |
| Leelyn Smith, LLC | Geneva, IL | Oct 2017 - Current | 6 |
| Lpl Financial, LLC | Geneva, IL | Nov 2017 - Mar 2023 | 5 |
| Unemployed | Oswego, IL | Oct 2016 - Oct 2017 | 1 |
| Lpl Financial, LLC | Downers Grove, IL | Nov 2014 - Oct 2016 | 1 |
| Highpoint Advisor Group Dba Highpoint Planning Partners | Downers Grove, IL | Aug 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- IL
-
Total Assets Under Management603MILLIONS
-
Total Number of Accounts1,416ACCOUNTS
-
Average Account Value$426,104
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IA, IL, IN, MI, NC, NH, NV, OH, SC, TN, TX, VA, WI
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