Advisor at Insignia Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Insignia Wealth Advisory
Location
Opelika, AL 36801
Credentials
Series 66
Industry experience
10 years
Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.
Based on Insignia Wealth Advisory
Based on Insignia Wealth Advisory
1.5% annually
Account minimum: $1,000 Fee-only: Fee-only firm; compensation solely from clients for advisory services
615 4 Th Avenue
Opelika, AL 36801
Alabama · Texas
Insignia Wealth Advisory
2022 - Present (4 years)
LPL Financial, LLC
2019 - 2022 (3 years)
Raymond James Financial Services Advisors, INC.
2018 - 2019 (1 year)
Raymond James Financial Services, inc.
2018 - 2019 (1 year)
Edward Jones
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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CFA®, Series 63
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