Laurie Ann Marks
Investment adviser representative at Hightower Advisors, LLC
10 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business
Are you Laurie Ann Marks? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hightower Advisors, LLCNov 2022 to now
- Trigofi, Inc.Jun 2021 to Nov 2022
- UnemployedDec 2020 to May 2021
- J.P. Morgan Chase & Co.Nov 2018 to Nov 2020
- UnemployedJan 2018 to Oct 2018
- TIAAJan 2016 to Dec 2017
- TIAA-CREF Individual & Institutional Services, LLCJan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4826925
- Firm CRD
- 145323