Laura Leigh Simpson
Investment adviser representative at Pax Financial Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$747.1MFirm assets
Are you Laura Leigh Simpson? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Pax Financial Group, LLCJun 2016 to now
- LPL Financial, LLCJan 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Pax Financial Group
Legal name: Pax Financial Group, LLC
$747.1MAssets managed
1,350Clients
15Advisers
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
- 5236307
- Firm CRD
- 284164