Skip to content

Laura Ann Cooley

Investment adviser representative at Lawley Retirement Advisors
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
10 yearsFirm in business

Are you Laura Ann Cooley? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

11 years in the industry.

  1. LPL Financial Holdings, Inc.Aug 2025 to now
  2. Lawley Retirement Advisors, LLCMar 2017 to now
  3. Lawley, LLCMar 2017 to now
  4. Osaic Wealth, Inc.May 2022 to Aug 2025
  5. Cadaret, Grant & Co., Inc.Mar 2017 to May 2022
  6. 1st Global Capital Corp.Nov 2015 to Mar 2017
  7. Bs&p Wealth ManagementNov 2015 to Mar 2017
  8. Brock, Schechter & Polakoff, LLPOct 2015 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (LA, NY).

Lawley Retirement Advisors

Legal name: Lawley Retirement Advisors, LLC

$2.1BAssets managed
161Clients
10Advisers
10 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
4867748
Firm CRD
282786
Advisor's SEC record (opens in a new tab)
CallContact this firm