Laurent Boumaza, financial advisor Austin TX
96 score

Laurent Boumaza

CRD Number: 4550148
Current Firm: Oakwell Private Wealth Management

Laurent Boumaza (CRD# 4550148) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 14 years of experience in the finance industry. Laurent Boumaza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2015 - Current 1
Oakwell Private Wealth Management Cedar Park, TX Sep 2015 - Current 1
Lpl Financial LLC Austin, TX Sep 2009 - Sep 2015 6
Strategic Financial Concepts, LLC San Antonio, TX Apr 2007 - Sep 2015 8
Mutual Service Corp Austin, TX Dec 2008 - Sep 2009 < 1
Aig Financial Advisors, Inc. Austin, TX Oct 2008 - Dec 2008 < 1
American General Securities Incorporated Austin, TX Oct 2002 - Dec 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Laurent Boumaza
Phone Number: 1-800-55OAKWELL
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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