Unclaimed
Laura Peirson is a financial advisor with over 10 years of experience in the industry. Laura is currently registered with Cambridge Investment Research Advisors, Inc. in Addison, Texas. Previously, Laura worked for LPL Financial LLC, Commonwealth Financial Network, PRUCO Securities, LLC, and ADP BROKER-DEALER, INC. Laura holds the Series 6, Series 63, and Series 65 licenses. Laura offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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
TX
02/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Addison TX)
TX
10/15/2021 - 02/26/2024
LPL FINANCIAL LLC (AUSTIN TX)
TX
12/02/2019 - 10/18/2021
COMMONWEALTH FINANCIAL NETWORK (Austin TX)
TX
02/21/2019 - 11/25/2019
PRUCO SECURITIES, LLC. (IRVING TX)
NJ
10/17/2017 - 02/01/2019
ADP BROKER-DEALER, INC. (ROSELAND NJ)
ME
02/26/2001 - 04/09/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
09/21/1995 - 02/24/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/07/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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