Laura
Bourbonnais
Financial Gravity Family Office Services, LLC
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About this Advisor
Laura Bourbonnais is a financial advisor based in Raleigh, North Carolina, working with Financial Gravity Family Office Services, LLC. Laura has previously held positions at Marketwise Financial, LLC, Sole Proprietor, Hd Vest Investment Services, Hd Vest Insurance Agency Inc, Financial Gravity Wealth, Inc, Real Estate Brokers Northgroup, Financial Gravity Family Office Services, LLC, Trigon Tax & Accounting LLC, Fathom Realty LLC, Hd Vest Advisory Services, Redefy Realty Raleigh, Linda Craft & Team Realtors, Redfin Corporation, and Forta Financial Group, Inc. Laura has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Laura is part of Financial Gravity Family Office Services, LLC, which operates out of Raleigh, North Carolina. The firm has 2 offices and 45 employees. The firm manages assets totaling $365.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Gravity Family Office Services, LLC includes asset-based and hourly fees.
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Financial Gravity Family Office Services, LLC Brokerage Details
$365,435,097
45
2,654
$137,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Laura Bourbonnais Work History
Real Estate Brokers Northgroup
Financial Gravity Family Office Services, LLC
Trigon Tax & Acconting LLC
Forta Financial Group, Inc
Financial Gravity Wealth, Inc
Redfin Corporation
Financial Gravity Wealth, Inc
Redefy Realty Raleigh
Linda Craft & Team Realtors
Hd Vest Advisory Services
Hd Vest Investment Services
Hd Vest Insurance Agency Inc
Fathom Realty LLC
Marketwise Financial, LLC
Sole Proprietor
Disclosures
Please visit the SEC profile of Laura Bourbonnais 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 Financial Gravity Family Office Services, LLC
North Richland Hills, TX
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Altamonte Springs, FL
Arroyo Grande, CA
Austin, TX
New Orleans, LA
Tomball, TX
Columbia, MD
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