Laurie Litherland Dotter
Investment adviser representative at Transwestern Investments
16 yearsExperience
1 stateRegistered in
$3.7BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Transwestern InvestmentsMay 2012 to now
- Transwestern Investment Management, LLCOct 2010 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Transwestern Investments
Legal name: Transwestern Investment Management, LLC
$3.7BAssets managed
7Clients
3Advisers
14 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
- 6010392
- Firm CRD
- 159520