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Laura Boone Davidson

Laura B. Davidson

Some features on this profile are disabled
CRD#: 4953546
Laura Boone Davidson

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Boone Davidson, who also goes by Laura B Davidson, Laura B Gordon, was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 2005. Laura had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 10 and Series 9 exams.

Biography

As an Executive Services Benefits and Planning Consultant, I help Executives understand and maximize their company benefits. I guide the development of their Financial Plan while tailoring it to individual and family specific needs and goals. I aspire to make a difference with each client, navigating their path to strive for a sound financial future.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Laura B Davidson | Laura B Gordon

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Education

University of Alabama

Bachelor of Science (BS) - Mathematics

1993

Auburn University

Bachelor of Fine Arts (BA) - Communication Arts

1989

Experience

Past

September 21, 2018 - January 10, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past

September 17, 2018 - January 10, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO
Past

October 9, 2017 - August 22, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

October 9, 2017 - August 22, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

October 25, 2016 - September 6, 2017

MORGAN STANLEY

RIA
CRD#: 149777
BOZEMAN, MT
Past

September 26, 2016 - September 5, 2017

MORGAN STANLEY

BD
CRD#: 149777
BOZEMAN, MT
Past

July 26, 2005 - March 7, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/24/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/30/2009
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/9/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/5/2007
General Securities Sales Supervisor - Options Module Examination

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

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

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Benefits & Planning Consultant, Executive ServicesCRD#: 288590

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Contact information

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