Luann Laney
Professional Summary
Luann Laney, who also goes by Luann Laney Sandefur, was a registered financial advisor. Luann was a previously registered financial professional and started their career in finance 1984 - 2006. Luann had worked at 10 firms and has passed the Series 63, Series 7, Series 53, Series 4, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Luann Laney Sandefur
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.
Contact Information
Main Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235Mailing Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235Phone Number
(614) 436-0231Established
Texas since 09/10/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
3FINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
43AUM (Assets Under Management)
$26,717,000Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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