Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Christine Brownfield is an investment advisor representative registered in West Virginia with Cambridge Investment Research Advisors, Inc.. Laura is also an active Investment Advisor Representative (IAR) for Cambridge Investment Research Advisors, Inc. Laura has been in the securities industry since October 2, 2007 and has passed multiple securities licensing exams including Series 6, 7, 9, 10, 63 and 66. Laura has experience working with clients who include individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Laura provides financial planning services, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WV
04/26/2024 - Present
Cambridge Investment Research Advisors, Inc. (Clarksburg WV)
KY
10/28/2010 - 04/23/2024
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 11/04/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
07/16/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
GA
06/02/2004 - 03/07/2005
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 09/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Laura Brownfield is the right advisor for you? Invested Better is here to help.
