Laura L. Amendola
COQUINA PRIVATE WEALTH ADVISORS | Branch Manager
PORT CHARLOTTE, FL 33948
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CRD#: 2499428
Professional summary
Laura Louise Amendola, CFP®, who also goes by Laura Amendola, Laura L Brown, Laura Louise Brown, Laura Louise Grantham, is a registered financial advisor currently at COQUINA PRIVATE WEALTH ADVISORS located in Port Charlotte, Florida.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Laura has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Estate Planning
Investment Planning
Insurance Planning
Tax Planning
Life Transitions
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Laura Amendola | Laura L Brown | Laura Louise Brown | Laura Louise Grantham
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.
(1) Name of Business: Amendola Financial Group, Inc. Address: 18501 Murdock Cir Ste 201, Port Charlotte, FL, 33948, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/10/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company/DBA (Owner) (2) Name of Business: JL Properties of Charlotte County, LLC Address: 27420 Egret Place, Punta Gorda, FL, 33983, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/04/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC set up for liability mgmt.-3 small industrial buildings we own (outright) & rent to tenants. Accountant handles rent and depreciation of the buildings. Long term tenants(1) Boat repair (2) gate installation (3) Electrical contractor (3) Name of Business: Simplicity Group/SureLC Address: 18501 Murdock Cir Ste 201, Port Charlotte, FL, 33948-1067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/27/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Processing Term Insurance applications and placing policies for clients. (4) Name of Business: Wealthcare4Widows, LLC Address: 18501 Murdock Cir Ste 201, Port Charlotte, FL, 33948, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/21/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Management. Sole Owner. Wealthcare4Widows is the signature brand of our ideal client & financial process unique to widows. The LLC entity owns the Wealthcare4Widows trademark.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Louise Amendola's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
March 17, 2025 - Present
COQUINA PRIVATE WEALTH ADVISORS
Office #1: 18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948RIA
CRD#: 333615
PORT CHARLOTTE, FL
Past
January 2, 2009 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Boca Raton, FL
Past
February 2, 2004 - October 10, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
Boca Raton, FL
Past
January 2, 2004 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Boca Raton, FL
Past
September 30, 1997 - January 5, 2004
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
PORT CHARLOTTE, FL
Past
September 30, 1997 - January 5, 2004
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
November 8, 1995 - September 30, 1997
NATCITY INSURANCE SERVICES, INC.
BD
CRD#: 16989
CLEVELAND, OH
Past
June 2, 1995 - October 30, 1995
BARNETT INVESTMENTS, INC.
BD
CRD#: 14897
JACKSONVILLE, FL
Past
November 9, 1994 - April 24, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 20, 1994 - October 5, 1994
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS | WEALTHCORE FINANCIAL PLANNING | COQUINA PRIVATE WEALTH LLC
CRD#: 333615 / SEC#: 801-132012
RIA
Registered Investment Advisory firm - (2/26/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/17/2025)
IAR
Texas(4/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CP
COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS | WEALTHCORE FINANCIAL PLANNING | COQUINA PRIVATE WEALTH LLC
CRD#: 333615 / SEC#: 801-132012
RIA
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Contact information
Main Address
18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948
Mailing Address
Phone number
(941) 206-5120
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,541 |
| AUM (Assets Under Management) | $ 392,071,937 |
Red Flags
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Company Information
COQUINA PRIVATE WEALTH ADVISORS
Branch ManagerCRD#: 333615Port Charlotte, FL 33948TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
