Laurie
Adams
Journey Strategic Wealth LLC
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About this Advisor
Laurie Adams is a financial advisor based in Seattle, Washington, working with Journey Strategic Wealth LLC. Laurie has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, and Journey Strategic Wealth LLC. Laurie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Laurie is part of Journey Strategic Wealth LLC, which operates out of Seattle, Washington. The firm has 3 offices and 23 employees. The firm manages assets totaling $3.1 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, and portfolio management for institutional clients. The fee structure at Journey Strategic Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
$3,069,968,934
23
1,898
$1,617,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Laurie Adams Work History
Journey Strategic Wealth LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Disclosures
Please visit the SEC profile of Laurie Adams 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 Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
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