Laura Nelson (CRD# 5475843) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chehalis, WA and has over 10 years of experience in the finance industry.
CRD# 5198560
Cetera Investment Advisers LLC
CRD# 7007029
Armour Wealth Advisors, LLC
CRD# 2740687
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Independent Advisors, LLC | Chehalis, WA | Feb 2024 - Current | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Chehalis, WA | Dec 2014 - Feb 2024 | 9 |
| Lpl Financial | Chehalis, WA | Sep 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- TX
- WA
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Total Assets Under Management3,557MILLIONS
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Total Number of Accounts9,973ACCOUNTS
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Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WA, WI, WV, WY
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