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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
House of 18 Pandas 3 years, 2 months May 2013 - Present
United Planners' Financial Services 3 years, 4 months Mar 2013 - Present
Gruma Corporation 3 years, 10 months Oct 2012 - Present
LPL Financial LLC 1 year Feb 2012 - Feb 2013
The Investment Center Inc 5 months Jul 2011 - Dec 2011
Crown Capital Securities, Lp 1 year, 7 months Dec 2009 - Jul 2011
Laura Chang - Landlord 8 years, 8 months Dec 2007 - Present
Premier Wealth Management 8 years, 12 months Aug 2007 - Present
Kats Sushi 7 years, 1 month Jun 2004 - Jul 2011
Are You
Laura Mae Chang?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Laura Chang

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 4, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Planners' Financial Services of America A Limited Partner

Last updated on March 30, 2016
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10K
      Accounts
    • $188.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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