Laurel Buckalew (CRD# 6481297) is an Investment Advisor Representative working at Insignia Wealth Advisory in Opelika, AL and has over 8 years of experience in the finance industry.
CRD# 2369218
Greatmark Investment Partners, Inc.
CRD# 4443823
Aja Financial LLC
CRD# 2217267
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insignia Wealth Advisory | Opelika, AL | Oct 2022 - Current | 1 |
| Lpl Financial, LLC | Opelika, AL | Nov 2019 - Nov 2022 | 3 |
| Raymond James Financial Services, Inc. | Opelika, AL | Oct 2018 - Oct 2019 | 1 |
| Raymond James Financial Services Advisors, Inc. | Opelika, AL | Oct 2018 - Oct 2019 | 1 |
| Edward Jones | St Louis, MO | Apr 2015 - Oct 2018 | 3 |
| Piedmont Fertilizer Company, Inc. | Opelika, AL | Jan 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- AL
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts171ACCOUNTS
-
Average Account Value$119,347
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, TX
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