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LC

Laura E. Cerra

ELEMENT WEALTH
Laurel, MS 39440
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CRD#: 5749646
LC

Professional summary


Laura Elizabeth Brame Cerra, who also goes by Laura Elizabeth Brame, Laura Brame Cerra, is a registered financial advisor currently at ELEMENT WEALTH, LLC located in Laurel, Mississippi.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Laura has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Laura Elizabeth Brame | Laura Brame Cerra

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.
OWNER/PROPRIETOR OF LAURA BRAME CERRA CPA, AN ACCOUNTING FIRM IN LAUREL, MS, SINCE SEPTEMBER 2012. THIS IS MY PRIMARY BUSINESS THAT OCCUPIES MOST OF MY TIME DURING THE MONTH (APPROXIMATELY 30 HOURS DURING TRADING HOURS EACH WEEK). MY DUTIES INCLUDE PROVIDING STANDARD ACCOUNTING SERVICES TO INDIVIDUALS AND BUSINESSES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Laura Elizabeth Brame Cerra'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®
None

Experience


Current

December 8, 2020 - Present

ELEMENT WEALTH, LLC

Office #1: 415 N Magnolia Street Suite 330, Laurel, MS 39440
RIA
CRD#: 114968
Laurel, MS
Past

September 24, 2014 - February 27, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MAGEE, MS
Past

January 13, 2010 - September 26, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
CLARKSDALE, MS

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".
EW
ELEMENT WEALTH, LLC
BARRY C. SMITH | WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC | SMITH,BARRY,CARL | ELEMENT WEALTH, LLC

CRD#: 114968 / SEC#: 801-61758

RIA
Registered Investment Advisory firm - (1/24/2003 Approved)
Mississippi
Registered Investment Advisory firm - (3/14/2003 Terminated)

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
Mississippi
(12/8/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/16/2009
Uniform Investment Adviser Law Examination

Current Firm


EW
ELEMENT WEALTH, LLC
BARRY C. SMITH | WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC | SMITH,BARRY,CARL | ELEMENT WEALTH, LLC

CRD#: 114968 / SEC#: 801-61758

RIA
Registered Investment Advisory firm - (1/24/2003 Approved)
Mississippi
Registered Investment Advisory firm - (3/14/2003 Terminated)
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Contact information


Main Address
800 Woodlands Pky Suite 201, Ridgeland, MS 39157
Mailing Address
Phone number
(601) 957-6006
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ELEMENT WEALTH ADV 2A MARCH 2025 (3/25/2025)

Regulatory assets under management


Total Number of Accounts1,572
AUM (Assets Under Management)$ 641,942,995

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


ELEMENT WEALTH, LLC

CRD#: 114968Laurel, MS 39440

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