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LM

Laura Manion

MANION FINANCIAL SOLUTIONS LLC
LIGONIER, PA
Some features on this profile are disabled
CRD#: 7950854
LM

Professional summary

Laura Manion is a registered financial advisor currently at MANION FINANCIAL SOLUTIONS LLC located in Ligonier, Pennsylvania.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Laura has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
Laura Manion is currently a Self Employed Tutor, tutoring K-12 students. This activity accounts for approximately 20 hours per week of her time and 15% of trading hours. This activity is not investment related. The address of this activity is 230 Washington Street, Ligonier, PA 15658. This activity started in September of 2020.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Manion'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

August 8, 2024 - Present

MANION FINANCIAL SOLUTIONS LLC

RIA
CRD#: 332140
LIGONIER, PA

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
Pennsylvania
(8/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/21/2021
Securities Industry Essentials Examination

Current Firm

MF
MANION FINANCIAL SOLUTIONS LLC
MANION FINANCIAL SOLUTIONS LLC

CRD#: 332140 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/8/2024 Approved)
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Contact information

Main Address
Ligonier, PA
Mailing Address
Phone number
(415) 322-3014
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

MANION FINANCIAL SOLUTIONS LLC

CRD#: 332140Ligonier, PA

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