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Laura Cummings Mccue

WHITE OAK FINANCIAL MANAGEMENT, INC·ASHEVILLE, North Carolina
Series 7, Series 24, Series 63, Series 65Clean record22 years registeredWHITE OAK FINANCIAL MANAGEMENT, INC
1270 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803CRD# 1641155Firm CRD# 142615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laura Cummings Mccue · ASHEVILLE, NC
Registration
CRD #1641155 · WHITE OAK FINANCIAL MANAGEMENT, INC · 22 years registered
Brand Profile
Not yet started
01

Career History

WHITE OAK FINANCIAL MANAGEMENT, INC
Sep 2008 – present
LINSCO/PRIVATE LEDGER CORP.
Nov 2003 – Oct 2007
ASHEVILLE, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 26, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615 · SEC 801-131079
AUM
$106M
Regulatory assets under management
Employees
3
729 client accounts
Services offered by WHITE OAK FINANCIAL MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WHITE OAK FINANCIAL MANAGEMENT, INC →
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05

Frequently Asked Questions

What services does Laura Cummings Mccue offer?
Laura Cummings Mccue specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Laura Cummings Mccue's credentials?
Laura Cummings Mccue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Cummings Mccue located?
Laura Cummings Mccue is based in ASHEVILLE, North Carolina, working with WHITE OAK FINANCIAL MANAGEMENT, INC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Laura Cummings Mccue charge for services?
Laura Cummings Mccue's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK FINANCIAL MANAGEMENT, INC?
WHITE OAK FINANCIAL MANAGEMENT, INC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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