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LB

Laurie A. Bachelder

FREEDOM WEALTH ADVISORS
North Yarmouth, ME
Some features on this profile are disabled
CRD#: 4109168
LB

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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 name of the other business; Laurie Bachelder ?whether the business is investment-related; No ?the address of the other business; 865 Oak Hill Rd North Yarmouth ME 04097 ?the nature of the other business; Insurance ?your position; title, or relationship with the other business; Independent Agent ?the start date of your relationship; July 2000 ?the approximate number of hours/month you devote to the other business; 0 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Currently no insurance business the name of the other business; Maine Development & Excavation Group, 527 LLC, Shore Rd Development Partners, Single Build LLC, RCI Development LLC, Meredith Way LLC ?whether the business is investment-related; N0 ?the address of the other business; 190 US Route 1 Falmouth ME 04105 ?the nature of the other business; Real Estate ?your position; title, or relationship with the other business; co owners ?the start date of your relationship; 2022 ?the approximate number of hours/month you devote to the other business; 40-50 ?the number of hours you devote to the other business during securities trading hours; 2/day ?and briefly describe your duties relating to the other business; Managing Member and development coordination of real estate projects.

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.

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2000
General Securities Representative Examination

Current Firm

FW
FREEDOM WEALTH ADVISORS, LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts67
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.

Company Information

FREEDOM WEALTH ADVISORS, LLC

CRD#: 165151North Yarmouth, ME

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