Laurie Stevenson (CRD# 5020149) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Tupelo, MS and has over 18 years of experience in the finance industry.
CRD# 4594963
Addicus Advisory, LLC
CRD# 2030382
Sorrento Pacific Financial, LLC
CRD# 2471402
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird & Company Incorporated | Tupelo, MS | Oct 2019 - Current | 4 |
| Jjb Hilliard Wl Lyons LLC | Tupelo, MS | Oct 2018 - Current | 5 |
| J.j.b. Hilliard, W.l. Lyons, Inc. | Tupelo, MS | Aug 2005 - Oct 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- FL
- MS
- TX
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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