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LB

Laurel J. Buckalew

INSIGNIA WEALTH ADVISORY
Opelika, AL 36801
Some features on this profile are disabled
CRD#: 6481297
LB

Professional summary

Laurel Jackson Buckalew, who also goes by Laurel Callaway, Laurel Jackson Callaway, Laurel Lindsay Jackson, Laurel Jackson Wood, is a registered financial advisor currently at INSIGNIA WEALTH ADVISORY located in Opelika, Alabama.

Laurel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Laurel has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Laurel Callaway | Laurel Jackson Callaway | Laurel Lindsay Jackson | Laurel Jackson Wood

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 Laurel Jackson Buckalew's 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

November 15, 2022 - Present

INSIGNIA WEALTH ADVISORY

Office #1: 615 4th Avenue, Opelika, AL 36801
RIA
CRD#: 323264
Opelika, AL
Past

November 13, 2019 - November 15, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
OPELIKA, AL
Past

November 13, 2019 - November 15, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
OPELIKA, AL
Past

October 19, 2018 - November 13, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
OPELIKA, AL
Past

October 19, 2018 - November 13, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
OPELIKA, AL
Past

August 14, 2015 - October 22, 2018

EDWARD JONES

RIA
CRD#: 250
MONTGOMERY, AL
Past

June 2, 2015 - October 22, 2018

EDWARD JONES

BD
CRD#: 250
MONTGOMERY, AL

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
Alabama
(11/15/2022)
IAR
Texas
(3/2/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/21/2019
General Securities Sales Supervisor - Options Module Examination

Current Firm

IW
INSIGNIA WEALTH ADVISORY
INSIGNIA WEALTH ADVISORY | LIBERTY 1018, LLC

CRD#: 323264 / SEC#:

Alabama
Registered Investment Advisory firm - (11/15/2022 Approved)
Texas
Registered Investment Advisory firm - (2/15/2023 Conditional Restricted)
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Contact information

Main Address
615 4th Avenue, Opelika, AL 36801
Mailing Address
Po Box 4136, Opelika, AL 36803
Phone number
(334) 704-4783
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts168
AUM (Assets Under Management)$ 21,036,000

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

INSIGNIA WEALTH ADVISORY

CRD#: 323264Opelika, AL 36801

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