Laura J. Carlson
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 Jean Carlson, who also goes by Laura J. Carlson, Laura Carlson, Laura ^ Damstra ^, Lauri ^ Damstra ^, was a registered financial professional .
Laura is a previously registered financial professional and started their career in finance in 2008. Laura had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 1, 2019 - May 27, 2022
INSPIRE ADVISORS, LLC
April 9, 2018 - March 14, 2019
GRADIENT ADVISORS, LLC
February 16, 2011 - April 9, 2018
REGAL INVESTMENT ADVISORS LLC
April 15, 2010 - July 25, 2011
AMERICAN PORTFOLIOS ADVISORS, INC
November 17, 2009 - January 3, 2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
February 4, 2008 - November 18, 2009
OSAIC SERVICES, INC.
Primary Firm SEC Registration
INSPIRE ADVISORS, LLC
CRD#: 300279 / SEC#: 801-114673
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INSPIRE ADVISORS, LLC
CRD#: 300279 / SEC#: 801-114673
Contact information
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
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.
