Laura
Barnard

Wealth Management Partners, LLC

CRD#6482459
Investment Advisor
in Tucson, AZ

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About this Advisor

Laura Barnard is a financial advisor based in Tucson, Arizona, working with Wealth Management Partners, LLC. Laura has previously held positions at Raymond James Financial Services, Inc, Wealth Management Partners, Well Fargo Bank, Raymond James Financial Services Advisors Inc, and Lpl Financial, LLC. Laura has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Laura is part of Wealth Management Partners, LLC, which operates out of Tucson, Arizona. The firm has 8 employees and manages assets totaling $578.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Wealth Management Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1980 E River Road Suite 120
Tucson, AZ 85718

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Wealth Management Partners, LLC Brokerage Details

Total Assets Under Management

$578,314,905

AZ Average: $1,555,372,352
Total Number of Employees

8

AZ Average: 37
Total Number of Accounts

2,003

AZ Average: 1,370
Average Account Size

$288,724

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Laura Barnard Work History

2021 - Present (3 years)

Wealth Management Partners

2018 - 2021 (3 years)

Lpl Financial, LLC

2017 - 2018 (1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Raymond James Financial Services Advisors Inc

2016 - 2017 (1 year)

Raymond James Financial Services, Inc

2015 - 2016 (1 year)

Raymond James Financial Services, Inc

2015 - 2018 (3 years)

Wealth Management Partners

2008 - 2015 (7 years)

Well Fargo Bank

Disclosures

Please visit the SEC profile of Laura Barnard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Management Partners, LLC

Kristi Thompson
Tucson, AZ
Guillermo Monge
Tucson, AZ
Thomas Curtis
Tucson, AZ
Albert Brown
Tucson, AZ
Laura Barnard
Tucson, AZ
Gregory Bryson
Tucson, AZ
Morgan Brown
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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