Laura Adams (CRD# 5822491) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Fayeteville, NY and has 1 year of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Advisory Services | Woodbury, NY | Jan 2023 - Current | 1 |
| Vanderbilt Securities, LLC | Woodbury, NY | Jan 2021 - Current | 3 |
| Hansen's Advisory Services Inc. | Fayetteville, NY | Jul 2010 - Current | 13 |
| Cadaret, Grant & Company, Inc. | Fayetteville, NY | Jul 2010 - Jan 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- NY
-
Total Assets Under Management1,104MILLIONS
-
Total Number of Accounts5,069ACCOUNTS
-
Average Account Value$217,704
- 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
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, WY
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