Laura Beldin

B&L WEALTH GROUP

MCLEAN, VA 22102

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CRD#: 4959170

Professional summary

Laura Beldin, who also goes by Laura Beldin, Lai Luo, is a registered financial advisor currently at B&L WEALTH GROUP, LLC located in Mclean, Virginia.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Laura has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Beldin | Lai Luo

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.

Insurance Agent; investment-related; at reported business location(s); Insurance Sales; Agent; 160 hours/month; 160 hours/month during securities trading hours; sale of insurance to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Beldin'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 7, 2024 - Present

B&L WEALTH GROUP, LLC

Office #1: 1765 Greensboro Station Pl. Tower 1, Ste. 900, Mclean, VA 22102

RIA

CRD#: 332083

MCLEAN, VA

Past

May 30, 2017 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MCLEAN, VA

Past

April 25, 2017 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MCLEAN, VA

Past

March 10, 2011 - August 31, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLOTTESVILLE, VA

Past

March 2, 2011 - August 31, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLOTTESVILLE, VA

Past

October 15, 2008 - April 3, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

CHARLOTTESVILLE, VA

Past

October 12, 2005 - April 3, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

CHARLOTTESVILLE, VA

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

Virginia
(8/7/2024)

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: 5/26/2017

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/13/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2017

General Securities Representative Examination

Current Firm

B&L WEALTH GROUP, LLC

CRD#: 332083 / SEC#:

Virginia

Registered Investment Advisory firm - (8/7/2024 Approved)

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Contact information

Main Address

1765 Greensboro Station Pl. Tower 1, Ste. 900, Mclean, VA 22102

Mailing Address

Phone number

(703) 381-2991

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 9,288,463

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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Advisor Monitoring

Firm Stability Insights

Laura Beldin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Beldin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2017

Series 65

Date: 10/13/2008

Series 63

Date: 11/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 4/25/2017

Current Firm

B&L WEALTH GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

B&L WEALTH GROUP, LLC

TRUST BUT VERIFY

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