Laurna James
Laurna James is a registered investment advisor at Global Assets Advisory, LLC, based in Baton Rouge, LA, with 20 years of industry experience. Laurna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.
Location
8550 United Plaza Blvd, Suite 702, Baton Rouge, LA, 70809
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laurna is the COO/Agent of Record for West Valley Insurance, an independent property and casualty agency, dedicating about 10-20% of her time with no compensation. She is also a distributor for Topanga Scents, a scented household supplies company, spending minimal time and earning commission.
Employment History
Current Registrations
Global Assets Advisory, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Investacorp, INC.Broker
Capital One Investment Services LLCBroker
LPL Financial CorporationBroker
Edward JonesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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.