Robert Laura (CRD# 4153364) is an Investment Advisor Representative working at Osborn Wealth Management in Laporte, IN and has over 20 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4849315
Captrust
CRD# 5365207
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osborn Wealth Management | Howell, MI | Dec 2009 - Current | 14 |
| Osborn Wealth Management | Howell, MI | Dec 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MI
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts362ACCOUNTS
-
Average Account Value$183,978
- 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
- Educational seminars/workshops
- Other
IN, MI
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