Laurie Ellis-McleodCRD Number: 6044180
Current Firm: International Assets Investment Management, LLC
Laurie Ellis-Mcleod (CRD# 6044180) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Madison, WI and has over 5 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|International Assets Advisory, LLC||Madison, WI||Jan 2018 - Current||< 1|
|H. Beck, Inc.||Bethesda, MD||Aug 2016 - Dec 2017||1|
|Investors Capital Corporation||Lynnfield, MA||Sep 2015 - Aug 2016||< 1|
|Parkland Securities LLC||Ann Arbor, MI||Mar 2015 - Sep 2015||< 1|
|Spc||Ann Arbor, MI||Mar 2015 - Sep 2015||< 1|
|Securities Management & Research,inc.||Marion, IA||Dec 2013 - Mar 2015||1|
|Bfc Planning||Marion, IA||Dec 2013 - Mar 2015||1|
|Juvenile Diabetes Research Foundation||Madison, WI||Aug 2010 - Aug 2014||4|
|Various Insurance Carriers For W&r Insurance Agencies||Middleton, WI||Jun 2012 - Dec 2013||1|
|Waddell & Reed, Inc.||Madison, WI||Apr 2012 - Dec 2013||1|
|Sherpa Matrix||Middleton, WI||Jun 2010 - May 2012||1|
|Qti, Inc.||Madison, WI||Jul 2011 - Mar 2012||< 1|
|Middleton Public Library||Middleton, WI||Feb 2011 - Jul 2011||< 1|
|Unemployed||Middelton, WI||Jan 2007 - Aug 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management396MILLIONS
Total Number of Accounts2,393ACCOUNTS
Average Account Value$165,642
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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