Laura Barnard (CRD# 6482459) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 7 years of experience in the finance industry. Laura Barnard 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# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Partners | Tucson, AZ | Jul 2021 - Current | 2 |
| Lpl Financial, LLC | Tucson, AZ | Feb 2018 - Jul 2021 | 3 |
| Raymond James Financial Services, Inc. | Tucson, AZ | Feb 2017 - Jan 2018 | < 1 |
| Raymond James Financial Services Advisors Inc. | Tucson, AZ | Feb 2017 - Jan 2018 | < 1 |
| Wealth Management Partners | Tucson, AZ | Apr 2015 - Jan 2018 | 2 |
| Raymond James Financial Services, Inc. | Tucson, AZ | Feb 2016 - Feb 2017 | 1 |
| Raymond James Financial Services, Inc. | Tucson, AZ | Apr 2015 - Feb 2016 | < 1 |
| Well Fargo Bank | Tucson, AZ | Mar 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- AZ
-
Total Assets Under Management578MILLIONS
-
Total Number of Accounts2,003ACCOUNTS
-
Average Account Value$288,724
- 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
- Pension consulting services
AZ, CA, CO, FL, KS, NE, NJ, NY, PA, TX, UT, VA, WA
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