Lauretta Marie Kramer

Employer firm

West Financial Services, Inc. CRD 137497

$2.84B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 06/2018
  Lpl Financial, Llc
  Columbia, MD
• 06/2018 → Present
  West Financial Services
  Mclean, VA
• 06/2016 → Present
  Sandy Spring Bank
  Olney, MD

Previous Registrations

• 2007-10-09 → 2018-06-06
  Lpl Financial Llc
  Olney, MD
  Clarksville, MD
  Columbia, MD
  Columbia, MD
• 2004-04-23 → 2007-10-09
  Uvest Financial Services Group, Inc.
  Olney, MD
  Olney, MD

Exams

• S66 Uniform Combined State Law Examination
  2004-04-20

Designations

• Certified Financial Planner

Other Names

• Lauretta Marie Kramer
• Lauretta Kramer Morgan
• Laurie M Kramer