Laura Marsh Clapp

Advisor at Edward Jones — Siler City, NC

Updated today

Credentials

CFP®, Series 66

Experience

13 years

Location

Siler City, NC 27344

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,135 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Laura Clapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds Series 66 registration and manages her practice in Siler City, North Carolina. Outside of her advisory work, Clapp is involved in agricultural equipment sales and service through Clapp Enterprises LLC and acts as a bookkeeper for Clapp Farm, a cattle operation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers various investment advisory programs and maintains a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Multi-generational wealth transfer

Occupation focus

Founder/Business Owner Doctor or Medical Professional

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Siler City, NC

301 E Raleigh St

Siler City NC 27344

Advisors at this office

1

Most active in

North Carolina · Texas

Work history

13 years of industry experience

Edward Jones

2012 - Present • 14 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher S

Series 63, Series 66

Bear Creek, NC

Empower Advisory Group

Christopher Scott is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing, Wells Fargo Bank, and TIAA. Outside of advising, he is a licensed notary public in Bear Creek, North Carolina. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering integrated solutions linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Celeste L

Series 63, Series 66

Ramseur, NC

Fidelity

Celeste Little is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her current role, she was employed at Veritude LLC and worked in the Wake County Public School Systems for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a formal advisory role to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Karah W

Series 66

Liberty, NC

Thrivent Investment Management

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.

Business ownership considerations
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