Laura
Dollar

Raymond James & Associates, Inc

CRD#5791917
Investment Advisor
in Atlanta, GA
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About this Advisor

Laura Dollar is a certified financial planner who works out of Atlanta, Georgia, who has 12 years in the industry. Dollar is on the advisory team at Raymond James & Associates, Inc. Dollar has gained experience at Morgan Keegan, University Of Georgia, Lpl Financial LLC and Raymond James & Associates, Inc. Dollar holds a Series 63 license, designating them as a securities representative, and is able to serve investors in Georgia and Texas. Raymond James & Associates, Inc is a registered investment company operating out of Atlanta, Georgia. The investment advisory business has offices in 422 locations and a total of 13,277 advisors. It handles $143 billion in assets among its 472,443 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 385 charities and foundations. Of its 472,443 client accounts, just 6% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees are based on which service is provided. Fee types billed by Raymond James & Associates, Inc most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3050 Peachtree Road, Nw Suite 600
Atlanta, GA 30305

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

GA Average: $1,855,561,029
Total Number of Employees

14,205

GA Average: 62
Total Number of Accounts

591,180

GA Average: 2,474
Average Account Size

$297,807

GA Average: $750,025

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Investment Advisory Services

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

Laura Dollar Work History

Laura has 12 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2011 - 2013 (2 years)

Morgan Keegan

2011 - 2011 (< 1 year)

Lpl Financial LLC

2006 - 2011 (5 years)

University Of Georgia

Disclosures

Laura Dollar has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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