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Laura F. Dill

IC Advisory Services, Inc.

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About Laura F. Dill

Laura Dill is a financial advisor with IC Advisory Services, Inc., with over 10 years of experience in the financial services industry. Laura has been registered with FINRA since 2014 and holds Series 7, Series 24, and Series 63 licenses. She is also a Certified Financial Planner™. Before joining IC Advisory Services, Inc., Laura worked at Cadaret, Grant & Co., Inc. and Lancaster Financial Group, LLC. Laura specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Laura Dill is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Dill’s Registration & Firm History

PA

04/20/2023 - Present

IC Advisory Services, Inc. (LANCASTER PA)

PA

03/07/2014 - 05/20/2021

CADARET, GRANT & CO., INC. (LANCASTER PA)

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Licenses & Designations

BC

Issued 03/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Laura F. Dill.
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