Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Ann Webb is a financial advisor with over 40 years of experience in the industry. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Raymond James Financial Services Advisors, Inc. since 2014. Laura is also the owner of Webb Investment Services, Inc. and has held previous positions at Raymond James & Associates, Inc., MONY Securities Corp., FSC Securities Corporation, and Robinson-Humphrey/American Express Inc. Laura has expertise in a wide range of financial services, including financial planning, portfolio management, and retirement planning. Laura is dedicated to helping clients achieve their financial goals and is committed to providing personalized service and expert advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
11/24/2014 - Present
Raymond James Financial Services Advisors, Inc. (Asheville NC)
FL
08/10/1989 - 05/08/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/06/1987 - 08/15/1989
MONY SECURITIES CORP. (NEW YORK NY)
GA
08/31/1984 - 08/15/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
12/11/1981 - 06/29/1984
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
IA
Issued 11/12/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1987
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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