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 66
Experience Industry experience
14 years
Location
Hagerstown, MD 21740-5757
RBC Capital Markets
Institution
Laura Herrera is a financial advisor with RBC Capital Markets in Hagerstown, MD, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at RBC Capital Markets since 2011 and at City National Bank since 2017. Outside of her advisory role, she serves on the boards of several local nonprofits, including the Washington County Chamber of Commerce, the Hagerstown Community College Foundation’s Finance Committee, and the John R. Hershey Jr. and Anna L. Hershey Family Foundation, and participates on the executive committee of the Greater Hagerstown Committee. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs, offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm combines in-house and third-party investment management with various program features, including tax management and responsible-investing options.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
Hagerstown, MD South Potomac Street
40 South Potomac Street, Suite 300
Hagerstown MD 21740-5757
Advisors at this office
7
Maryland · Texas
14 years of industry experience
City National Bank
2017 - Present • 9 years
Hagerstown, MD
RBC Capital Markets
2011 - Present • 15 years
Hagerstown, MD
Arbonne International
2009 - Present • 17 years
Hagerstown, MD
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Greencastle, PA
Cumberland Valley Financial Services Inc.
Fred Young is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Cumberland Valley Financial Services Inc. in Greencastle, PA, where he has worked since 1992. He holds a Series 65 license and provides financial advisory services through an independent, state-registered firm. Cumberland Valley Financial Services Inc. offers ongoing portfolio management and comprehensive financial advice to individuals, pensions, profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm implements diversified investment allocations primarily using no-load mutual funds and ETFs, managing a significant portion of assets on a discretionary basis under tailored investment policies.
CFP®, Series 63, Series 65
Hagerstown, MD
Plan2Retire
Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.
Series 66
Ashton, MD
Onyx Bridge Wealth Group LLC
Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.
Series 63, Series 65, Series 66
Hagerstown, MD
Legacy Investment Strategies, LLC
David Collins is a financial advisor with Legacy Investment Strategies, LLC, holding Series 63, 65, and 66 designations and over 32 years of industry experience. His career includes roles at Stratos Wealth Partners, LPL Financial, Crown Capital Securities, and Wilbanks Securities. Outside of financial services, he works as a fitness instructor. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm’s team manages approximately $111 million in client assets, offering discretionary asset management and financial planning with portfolios tailored to client goals, risk tolerances, and time horizons.
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