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Laura Beth Free

Equity Services, Inc.

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About Laura Beth Free

Laura Beth Free is a registered representative with Equity Services, Inc. and is based in Lascassas, TN. Laura has over 20 years of experience in the financial services industry and holds the Series 7, Series 24, Series 52TO, Series 53 and Series 66 licenses. Previously, she was a registered representative with Truist Investment Services, Inc. and LPL Financial LLC. Laura specializes in providing financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Laura Free is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Laura Free’s Registration & Firm History

TN

12/20/2023 - Present

Equity Services, Inc. (LASCASSAS TN)

TN

07/12/2022 - 12/11/2023

TRUIST INVESTMENT SERVICES, INC. (MURFREESBORO TN)

TN

08/25/2014 - 07/19/2022

LPL FINANCIAL LLC (LASCASSAS TN)

TX

03/07/2012 - 07/11/2014

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

IN

11/18/2010 - 01/10/2012

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

02/05/2004 - 11/15/2010

AXA ADVISORS, LLC (INDIANAPOLIS IN)

MA

07/06/2001 - 11/18/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

03/26/2001 - 05/11/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

08/29/2000 - 05/11/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 02/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/25/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Beth Free.
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