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Find, Compare and Monitor Financial Advisors at FIRST PUBLIC, LLC

CRD#: 128180
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FIRST PUBLIC, LLC is located at 12007 Research Blvd, Austin, TX 78759 and was first established at Dallas, Texas in 05/14/2003. After operating for 22 years, FIRST PUBLIC, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIRST PUBLIC, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FIRST PUBLIC, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIRST PUBLIC, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIRST PUBLIC, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIRST PUBLIC, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FIRST PUBLIC, LLC Comes From

Understanding the Statistics for FIRST PUBLIC, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
12007 Research Blvd, Austin, TX 78759
Mailing Address
12007 Research Blvd, Austin, TX 78759
Firm Size
Small
Phone Number
(512) 467-3655
Established
Texas since 05/14/2003
Firm Type
Limited Liability Company
Fiscal year end
August
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC.SOLE MEMBER
CAMPBELL, ROBERT NMNFINOP, POO, & PFO1349154
DAVIS, TAMMY SHARONNECHIEF COMPLIANCE OFFICER2300858
MASTRODICASA, WILLIAM GERALDMANAGING DIRECTOR, REGISTERED PRINCIPAL, MUNICIPAL PRINCIPAL, COO2311849

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at FIRST PUBLIC, LLC

LM

Laura Leigh Meyers

Laura Leigh Brooks, Laura Brooks Meyers
RR
CRD#: 4780180
Location:
Austin, TX 78759
Company:
FIRST PUBLIC, LLC
Disclosures:
Experience:
21 years
View Profile
RC

Ronda Rene Comer

Ronda Comer
RR
CRD#: 4762397
Location:
Austin, TX 78759
Company:
FIRST PUBLIC, LLC
Disclosures:
Experience:
21 years
View Profile
AL

Andrew James Layden

RR
CRD#: 7590727
Location:
Austin, TX 78759
Company:
FIRST PUBLIC, LLC
Disclosures:
Experience:
3 years
View Profile
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