Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Fallon-burns is an investment advisor representative registered with Deschutes Investment Consulting, LLC. Laura has a background in financial planning and is a Certified Financial Planner. Laura holds Series 63, 65 and 66 securities licenses. Laura previously worked for MML Investors Services, Inc., Primevest Financial Services, Inc., Marketing One Securities, Inc., and Murphey Favre, Inc. Laura is currently licensed as an insurance agent.
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.
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2
OR
07/13/2022 - Present
Deschutes Investment Consulting, LLC (PORTLAND OR)
OR
03/02/2007 - 10/20/2008
MML INVESTORS SERVICES, INC. (PORTLAND OR)
MN
06/07/1996 - 05/03/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OR
07/06/1994 - 01/12/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
05/21/1993 - 07/07/1994
MURPHEY FAVRE, INC. (IRVINE CA)
IA
Issued 11/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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