Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
39 years
Location
Fairhope, PA
Wells Fargo Clearing
Institution
Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works as a consultant for doTERRA Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Fairhope, PA
Fairhope PA
Advisors at this office
1
Florida · Pennsylvania · Texas
39 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
Melbourne, FL
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
Melbourne, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Lavale, MD
Latitude Advisors, LLC
Jeffery Conner is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Latitude Advisors since 2009 and is also a principal and CPA at Fike, Conner and Associates, P.A. Outside of his advisory role, Conner serves as financial secretary for Mount Zion United Methodist Church and is president of Citizens Rights & Heritage Group, a nonprofit focused on public land use in Maryland. He is also vice chairperson of the Garrett County Planning Commission. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting services. The firm employs a range of proprietary and third-party model strategies with continuous account monitoring and rebalancing.
Series 66
Lavale, MD
Latitude Advisors, LLC
Harold Fike Jr. is a financial advisor at Latitude Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Latitude Advisors since 2009. In addition to his advisory role, he is a principal at Fike, Conner and Associates, P.A., an accounting firm, and serves as treasurer for Cornerstone Baptist Church in Cumberland, MD. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients. The firm offers financial planning, discretionary portfolio management, third-party manager selection, and pension consulting, utilizing valuation-driven and momentum-based multi-asset model strategies supported by formal back-office partnerships and third-party signal providers.
Series 66
Berlin, PA
LPL Financial
Aaron Benford is a Series 66-licensed financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked at STC Trust and Investment Management and has held positions at the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.
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