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Laura M. Orcutt

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CRD#: 1211198
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Michelle Orcutt was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 1984. Laura had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 24, 2017 - November 30, 2018

EKS&H CAPITAL ADVISORS, LLC

BD
CRD#: 286068
DENVER, CO
Past

July 19, 2010 - November 7, 2016

MAINLINE WEST MUNICIPAL SECURITIES LLC

BD
CRD#: 148020
DENVER, CO
Past

January 2, 2009 - October 1, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
DENVER, CO
Past

May 1, 1992 - December 31, 2008

RBC DANIELS, L.P.

BD
CRD#: 14073
SAME, CO
Past

February 14, 1990 - May 23, 1990

DANIELS & ASSOCIATES OF NEW YORK, INC.

BD
CRD#: 24877
Past

May 2, 1989 - February 14, 1990

RBC DANIELS, L.P.

BD
CRD#: 14073
DENVER, CO
Past

April 4, 1988 - August 10, 1988

REGENT EQUITIES, INC.

BD
CRD#: 17608
Past

April 18, 1984 - August 31, 1987

BOETTCHER & COMPANY, INC.

BD
CRD#: 101

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/18/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/1987
General Securities Principal Examination

Current Firm


EC
EKS&H CAPITAL ADVISORS, LLC
EKS&H CAPITAL ADVISORS, LLC | EKS&H ENTITY ONE, LLC

CRD#: 286068 / SEC#: , 8-69870

BD
Terminated by SEC on 11/30/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 09/30/2016
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
EKS&H CAPITAL HOLDINGS LLCMANAGING MEMBER
MCFARLEN, PATRICK WAYNEFINOP6852145
ORCUTT, LAURA MICHELLECHIEF COMPLIANCE OFFICER1211198
PRICE, GEORGE ADAMSPRESIDENT/ELECTED MANAGER/DIRECTOR2182986

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EKS&H CAPITAL ADVISORS, LLC

CRD#: 286068

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