Laura
Zoucha
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Laura Zoucha is a financial advisor working in Portland, Oregon with 5 years of relevant experience. Zoucha is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at U.S. Bancorp Investments, Inc, Tdameritrade Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Amerivest Investment Management LLC, Td Ameritrade, Inc and Us Bank. Zoucha holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment company based out of New York, NY. The company has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in assets under management across its 76,892 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 76,892 customer accounts, 62% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on the type of services provided. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely are comprised of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Laura Zoucha Work History
Laura has been registered as a financial advisor for 5 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
U.S. Bancorp Investments, Inc
Tdameritrade Inc
Amerivest Investment Management LLC
Amerivest Investment Management LLC
Td Ameritrade, Inc
Us Bank
*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 Laura Zoucha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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