Naomie
Laguerre

Fifth Third Securities, Inc

CRD#6579680
Investment Advisor
in North Port, FL

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About this Advisor

Naomie Laguerre is a financial advisor working in North Port, Florida with a total of 6 years of industry experience. Laguerre is an advisor for Fifth Third Securities, Inc. Their career trajectory has included roles at Fifth Third Bank, Marketsource- Hp and Fifth Third Securities. Laguerre maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Fifth Third Securities, Inc is a financial advisory business that has its headquarters in Cincinnati, OH. The firm has offices in 1,117 locations and a total of 1,205 advisors. It controls $7 billion in assets among its 41,519 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 41,519 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

18120 Tamiami Trail
North Port, FL 34287

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

FL Average: $2,106,341,625
Total Number of Employees

1,205

FL Average: 34
Total Number of Accounts

41,519

FL Average: 1,972
Average Account Size

$176,089

FL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Naomie Laguerre Work History

Naomie has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Fifth Third Securities

2012 - Present (12 years)

Fifth Third Bank

2010 - 2015 (5 years)

Marketsource- Hp

*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 Naomie Laguerre 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 Fifth Third Securities, Inc

Paul Wagner
Cape Coral, FL
Stella Arnaut
Cleveland, OH
Patrick Harrington
Vermilion, OH
Jacob Sommerkamp
West Chester, OH
Jarrett Mehalik
Mentor, OH
James Dores
Cincinnati, OH
Cynthia Walters
Evergreen Park, IL
Val Janschutz
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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