Laura J. Fallon-burns
Professional summary
Laura Jean Fallon-burns, CFP®, who also goes by Laura J Fallon, Laura Jean Fallon, is a registered financial advisor currently at DESCHUTES INVESTMENT CONSULTING, LLC located in Portland, Oregon.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Laura has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laura Jean Fallon-burns's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
November 15, 2013 - Present
DESCHUTES INVESTMENT CONSULTING, LLC
Office #1: 200 Sw Market St, #550, Portland, OR 97201March 2, 2007 - October 20, 2008
MML INVESTORS SERVICES, LLC
June 7, 1996 - May 3, 2002
CETERA INVESTMENT SERVICES LLC
July 6, 1994 - January 12, 1996
MARKETING ONE SECURITIES, INC.
May 21, 1993 - July 7, 1994
WAMU INVESTMENTS, INC.
Primary Firm SEC Registration
DESCHUTES INVESTMENT CONSULTING, LLC
CRD#: 155312 / SEC#: 801-72021
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/15/2013)
(7/13/2022)
Exams
Current Firm
DESCHUTES INVESTMENT CONSULTING, LLC
CRD#: 155312 / SEC#: 801-72021
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 2,474,201,625 |
Red Flags
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