Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Barnett Lion is a financial advisor with The Mather Group, LLC based in Austin, TX. Laura has been in the financial industry since 1992 and specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and charitable organizations. Laura is a Certified Financial Planner™ and holds a Series 7 and Series 63 license.
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.
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.
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.
A percentage of total net worth
1
2
TX
06/09/2020 - Present
THE Mather Group, LLC (Austin TX)
NY
03/13/1992 - 06/26/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Laura Lion is the right advisor for you? Invested Better is here to help.
