Laura Pedroncelli
Laura Pedroncelli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Santa Rosa, CA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3562 Round Barn Circle, Suite 214, Santa Rosa, CA, 95403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura works as an associate/employee for Addison Avenue Investment Services, providing financial advice to members, and for First Tech Fed Credit Union as a financial advisor for the Investment Services Division. Both roles are full-time positions.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.
Essex National Securities, INC.Broker
Legacy Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Securities America, INC.Broker
State Registrations28 states
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