Unclaimed
Laurie Blackburn is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC, based in Alexandria, VA. Laurie has over 27 years of experience in the financial services industry and holds the Series 63, Series 65, Series 7, Series 31, and SIE licenses. Laurie has been registered with FINRA since 1996 and is currently registered with the states of Texas and Virginia. Laurie is a CERTIFIED FINANCIAL PLANNER™ professional and has been employed with Wells Fargo Advisors LLC since 2012. In addition to her work with Wells Fargo, Laurie serves on the Investment Committee of the Goodwin Living Foundation and is a trustee for a cousin's trust.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
VA
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALEXANDRIA VA)
VA
03/23/2012 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
VA
05/20/2011 - 04/09/2012
MCLAUGHLIN RYDER INVESTMENTS, INC. (ALEXANDRIA VA)
VA
09/09/2005 - 05/23/2011
COBURN & MEREDITH, INC. (ALEXANDRIA VA)
NY
06/21/1996 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Laurie Blackburn is the right advisor for you? Invested Better is here to help.