Best Investors Account Sign in
Inactive

Laura Katherine Werner

Bentoak Capital

Weatherford, TX

Fort Worth, TX

Claim This Profile
Current Employers
Bentoak Capital

201 Ft. Worth Hwy., Weatherford, TX 76086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-18
  • TX RA
    APPROVED
    Since 2024-09-18

Branch Locations

201 Ft. Worth Hwy., Weatherford, TX 76086 • United States

5000 Overton Plaza Ste 110, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Weatherford TX 01/2022 12/2024
Lonestar Shooting Sports Lubbock TX 09/2019 12/2021
Texas Tech University Lubbock TX 09/2019 05/2023
Midland Isd Midland TX 07/2014 05/2019
Odessa Country Club Odessa TX 06/2017 08/2017
Odessa Country Club Odessa TX 06/2018 08/2018
Odessa Country Club Odessa TX 06/2019 08/2019
Bentoak Capital Weatherford TX 01/2022 Present
Garrett Wealth Advisory Group, Llc Fort Worth TX 06/2023 Present
  • 01/2022 → 12/2024
    Lpl Financial Llc
    Weatherford, TX
  • 09/2019 → 12/2021
    Lonestar Shooting Sports
    Lubbock, TX
  • 09/2019 → 05/2023
    Texas Tech University
    Lubbock, TX
  • 07/2014 → 05/2019
    Midland Isd
    Midland, TX
  • 06/2017 → 08/2017
    Odessa Country Club
    Odessa, TX
  • 06/2018 → 08/2018
    Odessa Country Club
    Odessa, TX
  • 06/2019 → 08/2019
    Odessa Country Club
    Odessa, TX
  • 01/2022 → Present
    Bentoak Capital
    Weatherford, TX
  • 06/2023 → Present
    Garrett Wealth Advisory Group, Llc
    Fort Worth, TX
Other Businesses

1) 04/26/2024 - Notary - TX 76109 - Investment related - 1 Hour per month - Start date: 09/22/2023.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
SWMG, LLC
PFS INVESTMENTS INC.
ADVISORY SERVICES NETWORK
SMH CAPITAL ADVISORS LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
ADVISOR RESOURCE COUNCIL

Other Investors

BRYAN SMITH
TIMOTHY C HUTTON
STEPHEN PAUL HUTTON
JOSHUA WILLIAM STRITTMATTER
KEVIN LONGINO ROJAS
Drew Alan Springer
DREW ALAN SPRINGER
LISA CELESTE HALEY

Other Offices

LPL FINANCIAL LLC · WEATHERFORD, TX
SWMG, LLC · WEATHERFORD, TX
PFS INVESTMENTS INC. · WEATHERFORD, TX
ADVISORY SERVICES NETWORK · Weatherford, TX
SMH CAPITAL ADVISORS LLC · WEATHERFORD, TX
EDWARD JONES · WEATHERFORD, TX
THRIVENT INVESTMENT MANAGEMENT INC. · Weatherford, TX
EDWARD JONES · WEATHERFORD, TX

More in Weatherford, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor