LP
LP

Laura Provost

23 Years of Experience
Concord, NH
BrokerSells Insurance

Laura Provost is a registered investment advisor at Altus Investment Group, based in Concord, NH, with 23 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

  • Financial Plan: The fee range is usually from $500 to $2,500 and fees are negotiable.
  • Follow-on implementation work: Billed separately at the rate of $200 per hour.
  • Hourly planning services: $200 per hour for limited scope engagements.
  • Financial consulting services: Provided for an annual fixed fee, negotiated on a case-by-case basis depending on the scope and complexity of services desired by the client.
One-Time Plan:$500 - $2,500
Hourly Rate:$200/hr
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Location

104 North State Street, Concord, NH, 03301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Laura sells fixed life, long term care, disability insurance, and fixed annuities, dedicating about 10% of her time to this since 2012. She also provides financial planning for a fixed/hourly fee as a registered investment advisor with Altus Investment Group, spending about 10% of her time on this, and owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
Altus Investment Group
January 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
August 2012 - Present · 13 yrs 9 mos
LPL Financial LLC
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Altus Investment Group
January 2013 - December 2016 · 3 yrs 11 mos
Ing Financial Partners, INC
January 2011 - August 2012 · 1 yr 7 mos
Ing Financial Partners, INC.Broker
January 2011 - August 2012 · 1 yr 7 mos
Ing Financial Advisers, LLCBroker
February 2009 - January 2011 · 1 yr 11 mos
Ing Financial Advisers, LLC
February 2009 - January 2011 · 1 yr 11 mos
Ing Financial Partners, INC
February 2006 - February 2009 · 3 yrs
Ing Financial Partners, INC
January 2006 - February 2006 · 1 mo
Ing Financial Partners, INC.Broker
January 2005 - February 2009 · 4 yrs 1 mo
Gateway Financial Agency CorporationBroker
January 2004 - December 2004 · 11 mos
Eastern Point Advisors INC.
March 2003 - December 2003 · 9 mos
Investors Capital CORP.Broker
November 2002 - December 2003 · 1 yr 1 mo
First Investors CorporationBroker
January 1987 - June 1987 · 5 mos
State Registrations22 states
AZCACOFLINMAMEMIMSNCNHNJNYOHPARISCTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laura Provost - Financial Advisor | TrueAdvisor