Laura
Raab
Banorte Asset Management, Inc
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About this Advisor
Laura Raab is a financial advisor operating out of Houston, Texas who has 3 years of relevant experience. Raab works at Banorte Asset Management, Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Edward Jones, Deutsche Bank Securities Inc, Homemaker, Raymond James & Associates, Inc and Ubs Financial Services Inc. Raab maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Banorte Asset Management, Inc is an advisory business that has its headquarters in Houston, TX. The firm has a total of 14 advisors. It oversees $139 million in total assets among its 598 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 598 customer accounts, just 9% belong to high-net-worth investors who have more than $1 million in investable assets. Banorte Asset Management, Inc has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the type of services. However, fee types charged by Banorte Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Banorte Asset Management, Inc Brokerage Details
$139,381,819
14
598
$233,080
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
Laura Raab Work History
Laura has been registered as a financial advisor for 3 years.*
Ubs Financial Services Inc
Deutsche Bank Securities Inc
Raymond James & Associates, Inc
Homemaker
Merrill Lynch, Pierce, Fenner & Smith Inc
Edward Jones
*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 Raab 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 Banorte Asset Management, Inc
Houston, TX
Houston, TX
Houston, TX
Bogota,
Houston, TX
Houston, TX
Spring, TX
Spring, TX
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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