Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Madeline Kavanagh is an investment advisor representative with Dimensional Fund Advisors LP, a firm headquartered in Austin, Texas. Laurel has been in the industry since 2020 and holds the Series 66, Series 7TO, and SIE exams. Laurel is registered in Texas and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/06/2021 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 01/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Laurel Kavanagh is the right advisor for you? Invested Better is here to help.
