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LG

Laura R. Golden

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CRD#: 5432956
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 Ross Golden was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 2008. Laura had worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

Experience


Past

May 7, 2010 - March 13, 2013

MANAGED ACCOUNT SERVICES, LLC

BD
CRD#: 133803
BOCA RATON, FL
Past

February 17, 2009 - March 13, 2013

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA
CRD#: 120420
BOCA RATON, FL
Past

September 29, 2008 - December 23, 2009

JESUP & LAMONT SECURITIES CORP

RIA
CRD#: 39056
BOCA RATON, FL
Past

May 30, 2008 - May 12, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
BOCA RATON, FL

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
IAR
Series 66
Date: 5/7/2008
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


MA
MANAGED ACCOUNT SERVICES, LLC
MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803 / SEC#: , 8-66783

BD
Terminated by SEC on 11/09/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CLEARBROOK, LLCOWNER
GILMORE, WALTER ALANCCO1996728
SMALLWOOD, EVAN MICHAELCEO4825348

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


MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

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