linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Laurie Ann Tomlinson

Alchemi Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Laurie? Claim Your Profile

About Laurie Ann Tomlinson

Laurie Ann Tomlinson is a financial advisor with Alchemi Wealth, LLC, in Essex, Connecticut. Laurie has been working in the industry since 1985 and has experience with various firms including A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC. Laurie holds the Series 7, Series 7TO, and Series 63 securities licenses as well as the SIE. Laurie specializes in providing financial advice to individuals, families, and businesses. Laurie's firm focuses on providing personalized financial advice, portfolio management, and financial planning services.

Firm Information

Laurie Tomlinson is currently registered with Alchemi Wealth, LLC. Alchemi Wealth, LLC is an investment advisor headquartered in Essex, CT. With 6 licensed agents, the firm manages approximately $209,334,679 in regulatory assets under management (RAUM). Alchemi Wealth, LLC specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. They primarily serve individuals other than high-net-worth, investment companies, and state or municipal government entities.
Alchemi Wealth, LLC

35 PRATT STREET

ESSEX, CT 06426

$209.33M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Laurie Tomlinson’s Registration & Firm History

CT

02/05/2021 - Present

Alchemi Wealth, LLC (ESSEX CT)

CT

01/01/2008 - 02/08/2021

WELLS FARGO CLEARING SERVICES, LLC (ESSEX CT)

CT

05/02/1986 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ESSEX CT)

NA

10/22/1985 - 05/16/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Not sure if Laurie Ann Tomlinson is right for you?

Licenses & Designations

BC

Issued 12/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie Ann Tomlinson.
Not sure if Laurie Ann Tomlinson is right for you?