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Laura Walsh

11 Years of Experience
Columbia, MD

Laura Walsh is a registered investment advisor at Theus Wealth Advisors, based in Columbia, MD, with 11 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, High Net Worth, and 4 more.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Marathon Financial Group does not charge a separate fee for selecting third-party asset managers. Instead, the chosen asset manager deducts advisory fees directly from your account, and Marathon Financial Group shares in that fee. These advisory fees are established by each individual asset manager.

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Location

9841 Broken Land Parkway, Suite 206, Columbia, MD, 21046

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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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Employment History
Current Registrations
Theus Wealth Advisors
September 2015 - Present · 11 yrs 1 mo
State Registrations1 state
MD
Advisor

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.
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