Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Duvall is a financial advisor with over 30 years of experience in the industry. Laura is a registered representative with LPL Financial LLC and has held previous positions with UMPQUA INVESTMENTS, INC., LINSCO/PRIVATE LEDGER CORP., U.S. BANCORP INVESTMENTS, INC., U.S. BANCORP SECURITIES, MURPHEY FAVRE, INC., ESSEX NATIONAL SECURITIES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Laura holds Series 7, 24, 63, and 65 licenses and has been registered with the Securities and Exchange Commission (SEC) since 1997. Laura is a resident of Eugene, OR and has branch offices in Eugene and Veneta, OR. Laura specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
10/15/2015 - Present
LPL Financial LLC (EUGENE OR)
OR
02/09/2000 - 04/01/2010
UMPQUA INVESTMENTS, INC. (EUGENE OR)
SC
05/13/1998 - 02/17/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/03/1997 - 03/26/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
09/29/1993 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
CA
04/01/1993 - 09/23/1993
MURPHEY FAVRE, INC. (IRVINE CA)
CA
10/22/1991 - 03/31/1993
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
12/19/1988 - 07/03/1990
MURPHEY FAVRE, INC. (IRVINE CA)
NA
08/25/1988 - 12/22/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 08/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Laura Duvall is the right advisor for you? Invested Better is here to help.
