Laura Daniels (CRD# 7337470) is an Investment Advisor Representative working at Balanced Rock Investment Advisors in Roslindale, MA and has over 3 years of experience in the finance industry. Laura Daniels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balanced Rock Investment Advisors | Roslindale, MA | Feb 2021 - Current | 3 |
| Balanced Rock Investment Advisors | Roslindale, MA | Feb 2018 - Current | 6 |
| Laura Daniels Acupuncture | Roslindale, MA | Oct 1999 - Sep 2022 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CA
- MA
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts674ACCOUNTS
-
Average Account Value$204,217
- 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
CA, LA, MA, NH, TX
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