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LH

Laurna M. Hart James

GLOBAL ASSETS ADVISORY
BATON ROUGE, LA 70809
Some features on this profile are disabled
CRD#: 2860340
LH

Professional summary

Laurna M Hart James, who also goes by Cupid Hart, Laurna Macon Hart, Cupid Hartjames, Laurna Macon Hartjames, is a registered financial advisor currently at GLOBAL ASSETS ADVISORY, LLC located in Baton Rouge, Louisiana and INTERNATIONAL ASSETS ADVISORY, LLC located in Baton Rouge, Louisiana.

Laurna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Laurna has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cupid Hart | Laurna Macon Hart | Cupid Hartjames | Laurna Macon Hartjames

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) - RIA

Click below to view Laurna M Hart James's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 9, 2020 - Present

GLOBAL ASSETS ADVISORY, LLC

Office #1: 8550 United Plaza Blvd Suite 702, Baton Rouge, LA 70809
RIA
CRD#: 300460
BATON ROUGE, LA
Current

May 15, 2020 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

Office #1: 8550 United Plaza Boulevard Suite 702, Baton Rouge, LA 70809
RIA
BD
CRD#: 10645
Baton Rouge, LA
Past

January 3, 2019 - May 12, 2020

INVESTACORP, INC.

BD
CRD#: 7684
BATON ROUGE, LA
Past

May 14, 2010 - January 5, 2015

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MELVILLE, NY
Past

February 1, 2007 - May 27, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
BATON ROUGE, LA
Past

October 25, 1999 - January 9, 2007

EDWARD JONES

BD
CRD#: 250
BATON ROUGE, LA
Past

April 9, 1997 - October 13, 1997

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Louisiana
(5/19/2020)
IAR
Louisiana
(9/9/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/7/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 Approved)
PREMIUM
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Contact information

Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GAA ADV PART 2A 12.08.2025 (12/8/2025)

Regulatory assets under management

Total Number of Accounts2,213
AUM (Assets Under Management)$ 338,145,734

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

GLOBAL ASSETS ADVISORY, LLC

CRD#: 300460Baton Rouge, LA 70809

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