Laurie A. Bachelder

FREEDOM WEALTH ADVISORS

NORTH YARMOUTH, ME

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CRD#: 4109168

Professional summary

Laurie Ann Bachelder, who also goes by Laurie Ann Charette, is a registered financial advisor currently at FREEDOM WEALTH ADVISORS, LLC located in North Yarmouth, Maine.

Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Laurie has worked at 7 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Laurie Ann Charette

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 Laurie Ann Bachelder'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®

None

Experience

Current

August 23, 2012 - Present

FREEDOM WEALTH ADVISORS, LLC

RIA

CRD#: 165151

NORTH YARMOUTH, ME

Past

July 9, 2008 - October 16, 2012

INNOVATIVE ADVISORY GROUP

RIA

CRD#: 146618

PORTLAND, ME

Past

September 13, 2007 - July 8, 2008

U.S. FINANCIAL ADVISORS

RIA

CRD#: 108763

WILMINGTON, DE

Past

September 10, 2007 - July 16, 2008

U.S. WEALTH ADVISORS, LLC.

CRD#: 126924

PORTLAND, ME

Past

August 17, 2007 - December 31, 2007

CAPITAL MARKET SOLUTIONS, LLC

RIA

CRD#: 144689

PORTLAND, ME

Past

August 2, 2004 - December 31, 2005

WOLF FINANCIAL GROUP

RIA

CRD#: 118029

KENNEBUNK, ME

Past

October 8, 2002 - July 17, 2007

LPL FINANCIAL LLC

RIA

CRD#: 6413

PORTLAND, ME

Past

April 17, 2000 - July 17, 2007

LPL FINANCIAL LLC

CRD#: 6413

PORTLAND, ME

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

Maine
(8/23/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/3/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/2000

General Securities Representative Examination

Current Firm

FREEDOM WEALTH ADVISORS, LLC

CRD#: 165151 / SEC#:

Maine

Registered Investment Advisory firm - (8/23/2012 Approved)

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Contact information

Main Address

North Yarmouth, ME

Mailing Address

Po Box 6914, Portland, ME 04103

Phone number

(207) 415-8723

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 15,201,414

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.

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Laurie A. Bachelder

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie Ann Bachelder's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM WEALTH ADVISORS, LLC

INNOVATIVE ADVISORY GROUP

U.S. FINANCIAL ADVISORS

U.S. WEALTH ADVISORS, LLC.

CAPITAL MARKET SOLUTIONS, LLC

WOLF FINANCIAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2002

Series 7

Date: 4/11/2000

Current Firm

FREEDOM WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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