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Laura Danielle Lewis

LRB Public Finance Advisors, Inc.

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About Laura Danielle Lewis

Laura Danielle Lewis is a financial advisor with LRB Public Finance Advisors, Inc. Laura has been in the financial services industry since March 11, 1991. Laura is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 50, 52TO, 53, 54, and 99TO licenses. Laura is also registered with the state of Utah and 10 other states.

Firm Information

Laura Lewis is currently registered with LRB Public Finance Advisors, Inc.. LRB Public Finance Advisors, Inc. is a corporation formed in 1995 and is headquartered in Arizona. The firm is registered with the SEC and in 12 states, including California, Colorado, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, Virginia, Washington, and Wyoming. The firm has one regulatory event disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

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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Laura Lewis’s Registration & Firm History

UT

09/26/1996 - Present

LRB Public Finance Advisors, Inc. (SALT LAKE CITY UT)

MO

09/04/1990 - 07/18/1995

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NA

01/01/1990 - 09/04/1990

BOETTCHER & COMPANY, INC.

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Licenses & Designations

BC

Issued 01/09/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 07/12/2019

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 09/30/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Danielle Lewis.
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