AdvisorOS Directory
Claim Profile
LM

Laura S Mock

HAISMAN WEALTH MANAGEMENT, INC.·FORT MYERS, Florida
Unclaimed Profile
6830 PORTO FINO CIRCLE, FORT MYERS, FL 33912CRD# 5492100Firm CRD# 108640
01

About

Laura S Mock is a registered financial advisor based in FORT MYERS, Florida, affiliated with HAISMAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HAISMAN WEALTH MANAGEMENT, INC.
HAISMAN WEALTH MANAGEMENT, INC.
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HAISMAN WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN FEES CHARGED BY SUB-ADVISER.
Regulatory
SEC/IARD CRD# 5492100
Firm CRD# 108640
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT MYERS?

Browse all registered financial advisors in FORT MYERS, Florida or claim this profile if it's yours.

Browse FORT MYERS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Laura S Mock offer?
Laura S Mock specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MYERS, Florida for a consultation.
What are Laura S Mock's credentials?
Laura S Mock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura S Mock located?
Laura S Mock is based in FORT MYERS, Florida, working with HAISMAN WEALTH MANAGEMENT, INC.. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Laura S Mock charge for services?
Laura S Mock's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in fees charged by sub-adviser.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAISMAN WEALTH MANAGEMENT, INC.?
HAISMAN WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT MYERS
Sherri Lynn Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONEric Joel Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONTrevor Ruskin Whitley — MNS FINANCIAL MANAGEMENT, L.L.C.Brian P O'connell — MNS FINANCIAL MANAGEMENT, L.L.C.Thomas Dewey Case — CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile