Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Alice Evans is an investment advisor representative with Dynamic Wealth Advisors based in Salt Lake City, UT. Laura has experience in the industry since 2003 and has worked with several firms over the years, including Genenos Wealth Management, Crown Capital Securities, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., HarrisDirect LLC. Laura has licenses in Utah and offers investment advice to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
A percentage of the total value of assets under management is charged.
Asset-based and flat fees for model portfolio adviser services
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2
UT
01/02/2020 - Present
Dynamic Wealth Advisors (SALT LAKE CITY UT)
CO
10/14/2019 - 11/12/2019
GENEOS WEALTH MANAGEMENT, INC. (CENTENNIAL CO)
UT
08/19/2016 - 10/24/2017
CROWN CAPITAL SECURITIES, L.P. (SALT LAKE CITY UT)
UT
08/31/2006 - 08/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
UT
07/15/2005 - 08/24/2006
MORGAN STANLEY DW INC. (MIDVALE UT)
NJ
05/12/2005 - 05/27/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
09/19/2003 - 05/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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