Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lara? Claim Your ProfileLara W. Burgess is a financial advisor with LPL Financial LLC. Lara has been in the industry since 2003 and has experience in both brokerage and investment advisory services. Lara holds both Series 7 and Series 63 licenses, as well as Series 24 and Series 65 licenses. Lara has been with LPL Financial LLC since 2013. Prior to that, Lara worked at CETERA INVESTMENT SERVICES LLC and SOUTHTRUST SECURITIES, INC. Lara has been registered as a financial advisor in Alabama, California, District of Columbia, Florida, Georgia, Idaho, Mississippi, Missouri, New Jersey, North Carolina, South Carolina, Tennessee, and Texas. Lara specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
AL
04/22/2016 - Present
LPL Financial LLC (HUNTSVILLE AL)
AL
03/18/2004 - 11/06/2013
CETERA INVESTMENT SERVICES LLC (HUNTSVILLE AL)
AL
08/18/2003 - 03/23/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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