Unclaimed
Laura Vollrath is an investment advisor representative at Avidian Wealth Solutions, with offices in Austin and Houston, Texas. Laura has been in the industry since 2014. Laura holds a Series 65 license and is registered with the state of Texas. Laura specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
05/21/2024 - Present
Avidian Wealth Solutions (AUSTIN TX)
IA
Issued 03/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Laura Vollrath is the right advisor for you? Invested Better is here to help.