Laura Reeves (CRD# 2797131) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, NJ and has over 27 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Jackson, NJ | Oct 2014 - Current | 9 |
| Avantax Insurance Services, Inc. | Jackson, NJ | Oct 2014 - Current | 9 |
| Avantax Advisory Services | Jackson, NJ | Oct 2014 - Current | 9 |
| Benefit Bookkeeping | Jackson, NJ | Sep 2001 - Current | 22 |
| Kami Zonin | Freehold, NJ | Nov 2015 - Jan 2019 | 3 |
| David S. Workman, Cpa | Bordentown, NJ | Oct 2014 - Sep 2015 | < 1 |
| Freedom Financial Advisors | Bordentown, NJ | Oct 2014 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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