Verified
Laura Redfern is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX. Laura has been working in the financial industry since 2002. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist. Laura specializes in financial planning, retirement consultations, and portfolio management for both individuals and small business owners. Shadowridge Asset Management, LLC provides financial planning, portfolio management, pension consulting, and a selection of other 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/15/2013 - Present
Shadowridge Asset Management, LLC (AUSTIN TX)
TX
04/10/2007 - 08/13/2013
LINCOLN INVESTMENT (AUSTIN TX)
BOTH
Issued 06/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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