Laurie
Tomlinson
Alchemi Wealth, LLC
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About this Advisor
Laurie Tomlinson is a financial advisor operating in Essex, Connecticut who has 2 years of relevant experience. Tomlinson is an advisor for Alchemi Wealth, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Alchemi Wealth, LLC. Tomlinson has a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in Connecticut. Alchemi Wealth, LLC is a registered investment firm based in Essex, CT. The company has a total of seven advisors. It oversees $175 million in total assets across its 816 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 816 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets. Alchemi Wealth, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely vary depending on the type of financial services provided. However, fees charged by Alchemi Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alchemi Wealth, LLC Brokerage Details
$174,874,621
7
816
$214,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Laurie Tomlinson Work History
Laurie has been registered as a financial advisor for 2 years.*
Alchemi Wealth, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laurie Tomlinson 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 Alchemi Wealth, LLC
Essex, CT
Essex, CT
Essex, CT
Essex, CT
Essex, CT
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