Unclaimed Profile

Laura Maxwell Perry

AXIA ADVISORY CORP·INDIANAPOLIS, Indiana

Series 63, Series 65Clean record21 years registeredAXIA ADVISORY CORP

20 E. 91ST ST, INDIANAPOLIS, IN 46240CRD# 2239302Firm CRD# 107571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura Maxwell Perry · INDIANAPOLIS, IN

Registration

CRD #2239302 · AXIA ADVISORY CORP · 21 years registered

Brand Profile

Not yet started

Career History

AXIA ADVISORY

Jul 2005 – present

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · July 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXIA ADVISORY CORP

CRD 107571 · SEC 801-42110

AUM

$1.5B

Regulatory assets under management

Employees

181 client accounts

Services offered by AXIA ADVISORY CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AXIA ADVISORY CORP →

Introduction

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Frequently Asked Questions

What services does Laura Maxwell Perry offer?

Laura Maxwell Perry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Laura Maxwell Perry's credentials?

Laura Maxwell Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Maxwell Perry located?

Laura Maxwell Perry is based in INDIANAPOLIS, Indiana, working with AXIA ADVISORY CORP. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Laura Maxwell Perry charge for services?

Laura Maxwell Perry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AXIA ADVISORY CORP?

AXIA ADVISORY CORP has approximately 6 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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