Unclaimed
Robert Earle Laubach is a financial advisor with over 48 years of experience in the industry. Robert is currently registered with Harbor Investment Advisory, LLC. Prior to joining Harbor Investment Advisory, LLC, Robert was registered with WELLS FARGO ADVISORS, LLC, DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, ALEX. BROWN & SONS INCORPORATED, CLARK, MELVIN & COMPANY, INC. and FIDELITY MANAGEMENT CO. Robert specializes in providing financial planning, pension consulting, and selection of other advisers to corporations, businesses, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Robert is a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
02/13/2017 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
07/25/2002 - 08/26/2016
WELLS FARGO ADVISORS, LLC (TOWSON MD)
NY
01/13/2001 - 07/31/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
11/29/1983 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
12/03/1969 - 12/09/1983
CLARK, MELVIN & COMPANY, INC.
NA
05/26/1970 - 01/10/1974
FIDELITY MANAGEMENT CO
IA
Issued 10/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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