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LG

Laura L. Gustafson

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CRD#: 5179973
LG

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 Lincoln Gustafson, CFP®, ChFC®, CLU®, who also goes by Laura Lincoln Gustafson, Laura Gustafson, was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 2006. Laura had worked at 6 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Laura Lincoln Gustafson | Laura Gustafson

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.
Rhode Island College; Title: Adjunct Faculty; Non-Investment-Related; Nature: Higher Education; Hours per Month: 12 (only during a semester in which my class is offered); Hours per Month During Trading Hours: 0; Duties: lecturing at the Graduate Level

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®
CFP®

Certified Financial Planner

Start date: 2010

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Past

March 13, 2023 - October 30, 2025

SHOREPOINT CAPITAL PARTNERS LLC

RIA
CRD#: 152087
NORWOOD, MA
Past

May 20, 2022 - February 6, 2023

SK WEALTH MANAGEMENT, LLC

RIA
CRD#: 109114
PROVIDENCE, RI
Past

October 10, 2018 - September 9, 2019

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
NEEDHAM, MA
Past

May 16, 2017 - September 9, 2019

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
NEEDHAM, MA
Past

December 9, 2011 - July 10, 2012

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WARWICK, RI
Past

August 22, 2011 - July 10, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WARWICK, RI
Past

May 8, 2008 - November 17, 2008

BEGIN FINANCIAL CONSULTING, INC.

RIA
CRD#: 146924
RIVERSIDE, RI
Past

August 22, 2006 - February 6, 2007

STRATEGICPOINT INVESTMENT ADVISORS LLC

RIA
CRD#: 124636
PROVIDENCE, RI

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
RR
Series 63
Date: 9/22/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/13/2011
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/21/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/16/2017
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2011
General Securities Representative Examination

Current Firm

SC
SHOREPOINT CAPITAL PARTNERS LLC
SHOREPOINT CAPITAL PARTNERS LLC

CRD#: 152087 / SEC#: 801-70760

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Contact information

Main Address
220 Norwood Park South Suite 101, Norwood, MA 02062
Mailing Address
Phone number
(781) 341-7250
Established
Firm type
Fiscal year end
# of Employees
10

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/5/2025)

Regulatory assets under management

Total Number of Accounts1,107
AUM (Assets Under Management)$ 800,493,148

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

SHOREPOINT CAPITAL PARTNERS LLC

CRD#: 152087

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