LP
LP

Laura Poo

9 Years of Experience
Coral Gables, FL
Broker

Laura Poo is a registered investment advisor, based in Coral Gables, FL, with 9 years of industry experience.

Location

3011 Ponce De Leon, Suite 1410, Coral Gables, FL, 33134

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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 Activities

Laura is an investment professional with Insigneo Advisory Services LLC since January 2023. She owns Poch Vacation Homes LLC (rental property) and Poch Wealth Management LLC, and Honest Wealth LLC, but spends no time on these activities.

Employment History
Current Registrations
Insigneo Securities, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Insigneo Advisory Services, LLC
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Insigneo Securities, LLCBroker
May 2021 - August 2022 · 1 yr 3 mos
Insigneo Advisory Services, LLC
May 2021 - August 2022 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
May 2018 - May 2021 · 3 yrs
Wells Fargo Clearing Services, LLCBroker
June 2017 - May 2021 · 3 yrs 11 mos
Mercantil Investment Services, INC.Broker
November 2015 - July 2017 · 1 yr 8 mos
State Registrations4 states
CAFLGANY
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 Poo - Financial Advisor | TrueAdvisor