Lawrence Ladd (CRD# 2300135) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 31 years of experience in the finance industry. Lawrence Ladd 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zeiders Enterprises | Oceanside, CA | Nov 2021 - Current | 2 |
| Coronado Investment Advisors, LLC | Coronado, CA | Mar 2016 - Current | 8 |
| Cfa Institute | Charlottesville, VA | Jun 2011 - Jun 2019 | 8 |
| San Diego State University | San Diego, CA | Jan 2014 - May 2019 | 5 |
| Point Loma Nazarene University | San Diego, CA | Jan 2014 - Jun 2018 | 4 |
| Financial Guidance Group, Inc. | Palm Harbor, FL | Oct 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- CA
- FL
- NM
- OK
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$542,831
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NM, OK, TX
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