Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara Furlong is a financial advisor with over 20 years of experience in the industry. Lara is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial Corporation, and SunTrust Securities, Inc.. Lara specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Lara's expertise lies in helping clients achieve their financial goals through a personalized approach.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
10/18/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
07/01/2019 - 10/18/2019
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
NC
08/07/2018 - 03/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
02/28/2011 - 06/27/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
TN
07/01/2010 - 10/14/2010
LPL FINANCIAL CORPORATION (KNOXVILLE TN)
TN
11/14/2007 - 12/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KNOXVILLE TN)
TN
02/13/2007 - 08/28/2007
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
TN
02/05/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (KNOXVILLE TN)
GA
12/03/2003 - 11/19/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
12/18/2000 - 11/20/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/23/2000 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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