Laurie Ellis-mcleod

from Harbour Investments, Inc.
SEC regulated
Regulated Investment Advisor
Laurie Ellis-mcleod is a financial advisor based in Wisconsin, Madison, with 14 years of experience. Laurie currently works for Harbour Investments, Inc.. Laurie maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Laurie Ellis-mcleod works at Harbour Investments, Inc.
Harbour Investments, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $3,389,109,398 of assets under management and employs about 219 people. Harbour Investments, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions
Office location
575 D'onofrio Drive, Suite 300, Madison, Wisconsin, 53719

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