Laura McCue has been President/CEO of White Oak Financial Management since March 2003, is a control person of the firm and directly owns between 50% and 75% of it.
White Oak Financial Management, Inc is an Asheville, NC firm with $143M under management, 350 clients and 3 advisers in one office, as of its January 2026 filing.
Laura McCue is Co-Founder and President of White Oak Financial Management. She is a licensed investment advisor representative who provides investment management and financial guidance for her clients. She has lived and worked in Asheville in the financial services industry since 1986 and, since founding the firm in 2003, has jointly owned and managed it with her sister, Priestley Ford.
Laura McCue’s longest registration is the current one, 18 years at White Oak Financial Management since 2008. Before joining White Oak Financial Management in 2008, Laura McCue was registered through Linsco/Private Ledger Corp.
- – present · 18 yearsAsheville, NC · Adviser representative · Firm CRD 142615
- Linsco/Private Ledger Corp.– · 3 yearsAsheville, NC · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Laura McCue is registered as an investment adviser representative in 3 states. The first approvals date from September 2008; the most recent is South Carolina, in February 2023.
- North CarolinaSince 23 September 2008
- South CarolinaSince 9 February 2023
- TexasSince 23 September 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 2003 |
| Series 24 | General Securities Principal Examination | 14 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 March 1987 |
| Series 7 | General Securities Representative Examination | 21 March 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Laura Cummings McCue
- CRD
- 1641155
- Firm
- White Oak Financial Management · CRD 142615
- Role
- President/CEO
- Office
- 1270 HENDERSONVILLE ROAD, SUITE #4, Asheville, NC 28803
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whiteoakfinancialmanagement.com
Where does Laura McCue work?
Laura McCue has been President/CEO of White Oak Financial Management, Inc since March 2003, and is a control person of the firm.
Is Laura McCue a financial advisor?
Yes. Laura McCue has a current investment-adviser registration in North Carolina, South Carolina and Texas, through White Oak Financial Management since September 2008.
How many years of experience does Laura McCue have?
Laura McCue has 21 years in the financial industry, since November 2004, across 2 adviser firms.
What exams has Laura McCue passed?
Laura McCue has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in March 1987.
Where did Laura McCue work before White Oak Financial Management?
Before White Oak Financial Management, Laura McCue was registered through Linsco/Private Ledger Corp., November 2003 to October 2007.
Where is Laura McCue based?
Laura McCue’s registered office is in Asheville, NC.
Is Laura McCue registered with FINRA?
No. Laura McCue has no current broker registration.
How can I verify Laura McCue’s record?
Search CRD 1641155 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura McCue’s full registration record.
