Laurie
Cortner
Waddell & Associates, LLC
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About this Advisor
Laurie Cortner is a financial advisor based in Memphis, Tennessee, working with Waddell & Associates, LLC. Laurie has previously held positions at Argi Investment Services, LLC, Bowling Green Country Club, Western Kentucky University, Caldwell County High School, Cerity Partners, The Federal Savings Bank, Dress Up, Lululemon, and Waddell & Associates. Laurie has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Laurie is part of Waddell & Associates, LLC, which operates out of Memphis, Tennessee. The firm has 2 offices and 20 employees. The firm manages assets totaling $1.3 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Waddell & Associates, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waddell & Associates, LLC Brokerage Details
$1,343,951,310
20
2,764
$486,234
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
Laurie Cortner Work History
Waddell & Associates
Dress Up
Lululemon
Cerity Partners
The Federal Savings Bank
Argi Investment Services, LLC
Bowling Green Country Club
Western Kentucky University
Caldwell County High School
Disclosures
Please visit the SEC profile of Laurie Cortner 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 Waddell & Associates, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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