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Laura Ann Danlasky-daigle

Avantax Advisory Services

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About Laura Ann Danlasky-daigle

Laura Ann Danlasky-daigle is an investment advisor representative for Avantax Advisory Services. Laura Danlasky-daigle has been in the industry since February 18, 2000 and is licensed in California. Laura Ann Danlasky-daigle also has previous experience with Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. Laura Danlasky-daigle provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

Firm Information

Laura Danlasky-daigle is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Laura Danlasky-daigle’s Registration & Firm History

CA

07/05/2024 - Present

Avantax Advisory Services (EL SEGUNDO CA)

CA

04/12/2011 - 02/05/2013

E*TRADE SECURITIES LLC (LOS ANGELES CA)

CA

06/01/2009 - 05/27/2010

MORGAN STANLEY SMITH BARNEY (EL SEGUNDO CA)

CA

06/17/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (EL SEGUNDO CA)

CA

04/02/2007 - 06/23/2008

MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)

CA

02/06/2006 - 04/02/2007

MORGAN STANLEY DW INC. (BEVERLY HILLS CA)

CA

06/28/2005 - 10/27/2005

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

TX

07/08/2004 - 06/15/2005

MDB CAPITAL GROUP LLC (ADDISON TX)

CA

05/22/2003 - 07/08/2004

THE SHEMANO GROUP, INC. (SAN FRANCISCO CA)

CT

10/02/2002 - 04/29/2003

ACCESS SECURITIES, INC. (STAMFORD CT)

NV

08/04/2000 - 06/18/2002

WEST AMERICA SECURITIES CORP (LAS VEGAS NV)

NJ

03/21/2000 - 06/30/2000

HILL THOMPSON MAGID & CO INC (JERSEY CITY NJ)

CA

11/17/1999 - 02/17/2000

COMPUTER CLEARING SERVICES INC (GLENDALE CA)

CO

08/14/1998 - 07/21/1999

BERGER DISTRIBUTORS, INC. (DENVER CO)

CA

01/02/1998 - 07/17/1998

IMPERIAL CAPITAL, LLC (LOS ANGELES CA)

CA

10/03/1997 - 12/31/1997

DABNEY/RESNICK/IMPERIAL, LLC (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 07/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/02/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/10/2001

Series 24 - General Securities Principal Examination

BC

Issued 11/30/1999

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/02/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Ann Danlasky-daigle.
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