linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Laurie M Adams

Journey Strategic 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 M Adams

Laurie Adams is a registered investment advisor representative with Journey Strategic Wealth LLC. Laurie has been in the securities industry since 2009 and has a Series 6, 7, 63 and 65 licenses. Laurie is currently registered with the state of Washington and is a member of FINRA. Laurie also works with outside insurance carriers as an insurance broker. Laurie has worked with clients ranging from individuals to high net worth individuals, corporations and charitable organizations. Laurie's clients are primarily in Washington and New Jersey.

Firm Information

Laurie Adams is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

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 Adams’s Registration & Firm History

WA

09/13/2022 - Present

Journey Strategic Wealth LLC (SEATTLE WA)

WA

04/02/2009 - 09/16/2022

NYLIFE SECURITIES LLC (BELLEVUE WA)

Not sure if Laurie M Adams is right for you?

Licenses & Designations

IA

Issued 06/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

Series 7 - General Securities Representative Examination

BC

Issued 04/01/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie M Adams.
Not sure if Laurie M Adams is right for you?