Laura Mccallum
Advisor at Fidelity
Updated today
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.
Location
Cranfills Gap, TX
Credentials
Series 63, Series 65
Industry experience
8 years
About
Laura Mccallum is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of affiliated and unaffiliated sub-advisers.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Location
Cranfills Gap, TX
Most active in
Laura M has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
Wells Fargo Clearing
2017 - 2021 (4 years)
Wells Fargo Bank, Na
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Kenneth M
Series 66
Clifton, TX
Edward Jones
Kenneth Mills is a Series 66 certified financial advisor with Edward Jones, where he has worked since 2010, bringing 15 years of industry experience. He is based in Clifton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.
John S
PFS™, Series 63
Clifton, TX
Cetera
John Stovall is a financial advisor at Cetera with 39 years of industry experience. He holds the PFS™ and Series 63 designations and has a background that includes ownership and management of several accounting and fiduciary-related businesses. Outside of his advisory role, he serves as treasurer for the Irving Police Foundation, the Lake Whitney Board of Tourism, and Rotary International Bosque County. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.
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