LJ
LJ

Laurna M Hart James

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
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Location

8550 United Plaza Blvd, Suite 702, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Laurna is the COO/Agent of Record for West Valley Insurance, an independent property and casualty agency, dedicating about 10-20% of her time with no compensation. She is also a distributor for Topanga Scents, a scented household supplies company, spending minimal time and earning commission.

Employment History
Current Registrations
Global Assets Advisory, LLC
September 2020 - Present · 5 yrs 5 mos
International Assets Advisory, LLCBroker
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Investacorp, INC.Broker
January 2019 - May 2020 · 1 yr 4 mos
Capital One Investment Services LLCBroker
May 2010 - January 2015 · 4 yrs 8 mos
LPL Financial CorporationBroker
February 2007 - May 2008 · 1 yr 3 mos
Edward JonesBroker
October 1999 - January 2007 · 7 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
April 1997 - October 1997 · 6 mos
State Registrations1 state
LA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.