Laura L. Meyers

STOREHOUSE FINANCIAL LLC

Fort Worth, TX 76107

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CRD#: 5594576

Professional summary

Laura Lee Meyers, CFP®, who also goes by Laura Ann Lee, Laura Ann Meyers, is a registered financial advisor currently at STOREHOUSE FINANCIAL LLC located in Fort Worth, Texas.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Laura has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Ann Lee | Laura Ann Meyers

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) - RIA

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

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 14, 2017 - Present

STOREHOUSE FINANCIAL LLC

Office #1: 3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107

RIA

CRD#: 140738

Fort Worth, TX

Past

March 23, 2015 - August 29, 2017

SCHULZ WEALTH, LTD.

RIA

CRD#: 172194

MANSFIELD, TX

Past

November 19, 2014 - March 4, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

November 3, 2014 - February 27, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

July 11, 2013 - September 18, 2014

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW HAVEN, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STOREHOUSE FINANCIAL LLC

STOREHOUSE | STOREHOUSE FINANCIAL LLC

CRD#: 140738 / SEC#: 801-122416

RIA

Registered Investment Advisory firm - (9/29/2021 Approved)

Louisiana

Registered Investment Advisory firm - (10/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/15/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(10/18/2021)

IAR

Florida
(10/29/2021)

IAR

Louisiana
(10/18/2021)

IAR

Texas
(9/14/2017)

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: 11/13/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/7/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2013

General Securities Representative Examination

Current Firm

STOREHOUSE FINANCIAL LLC

STOREHOUSE | STOREHOUSE FINANCIAL LLC

CRD#: 140738 / SEC#: 801-122416

RIA

Registered Investment Advisory firm - (9/29/2021 Approved)

Louisiana

Registered Investment Advisory firm - (10/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (10/15/2021 Terminated)

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Contact information

Main Address

3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107

Mailing Address

3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107

Phone number

(877) 305-3233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STOREHOUSE FORM ADV PART 2A (7/2/2025)

Regulatory assets under management

Total Number of Accounts	3,029
AUM (Assets Under Management)	$ 207,903,023

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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Firm Stability Insights

Laura L. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SCHULZ WEALTH, LTD.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

STOREHOUSE FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2014

Series 63

Date: 8/7/2013

SIE

Date: 2/27/2015

Series 7

Date: 7/11/2013

Current Firm

STOREHOUSE FINANCIAL LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOREHOUSE FINANCIAL LLC

TRUST BUT VERIFY

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