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Betty Lewis Laakson

SHOBE & ASSOCIATES, INC·BATON ROUGE, Louisiana
SIE, Series 7, Series 24, Series 63Clean recordSHOBE & ASSOCIATES, INC
8280 YMCA PLAZA DRIVE, BATON ROUGE, LA 70810CRD# 2873437Firm CRD# 114975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Betty Lewis Laakson · BATON ROUGE, LA
Registration
CRD #2873437 · SHOBE & ASSOCIATES, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SHOBE & ASSOCIATES, INC
CRD 114975 · SEC 801-70323
AUM
$397M
Regulatory assets under management
Employees
21
299 client accounts
Services offered by SHOBE & ASSOCIATES, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHOBE & ASSOCIATES, INC →
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Frequently Asked Questions

What services does Betty Lewis Laakson offer?
Betty Lewis Laakson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Betty Lewis Laakson's credentials?
Betty Lewis Laakson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Betty Lewis Laakson located?
Betty Lewis Laakson is based in BATON ROUGE, Louisiana, working with SHOBE & ASSOCIATES, INC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Betty Lewis Laakson charge for services?
Betty Lewis Laakson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOBE & ASSOCIATES, INC?
SHOBE & ASSOCIATES, INC has approximately 21 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHOBE & ASSOCIATES, INC

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Jason Peter Windham
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Corey Paul Luckett
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Edward Louis Shobe
BATON ROUGE, LA
Zainab Murtaza Gandhi
BATON ROUGE, LA
CFP

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Nearby cities in Louisiana
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Research
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