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Laura Kimberly Wajs

FUSION INVESTMENT ADVISORS LLC·DALLAS, Texas
Unclaimed Profile
9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX 75019CRD# 3067704Firm CRD# 156549
01

About

Laura Kimberly Wajs is a registered financial advisor based in DALLAS, Texas, affiliated with FUSION INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
FUSION INVESTMENT ADVISORS LLC
COPPELL ADVISORY SOLUTIONS LLC
AUM
$850M
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at FUSION INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3067704
Firm CRD# 156549
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Laura Kimberly Wajs offer?
Laura Kimberly Wajs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Laura Kimberly Wajs's credentials?
Laura Kimberly Wajs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Kimberly Wajs located?
Laura Kimberly Wajs is based in DALLAS, Texas, working with FUSION INVESTMENT ADVISORS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Laura Kimberly Wajs charge for services?
Laura Kimberly Wajs'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 FUSION INVESTMENT ADVISORS LLC?
FUSION INVESTMENT ADVISORS LLC has approximately 76 employees and manages $850M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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