Steve Lauterbach, financial advisor El Paso TX
93 score

Steve Lauterbach

CRD Number: 4470654
Current Firm: Lauterbach Financial Advisors, LLC

Steve Lauterbach (CRD# 4470654) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lauterbach Financial Advisors, LLC El Paso, TX Apr 2012 - Current 4
Lauterbach, Borschow And Company P.c. El Paso, TX Nov 1977 - Current 39
Lauterbach Financial Advisors, LLC El Paso, TX Jan 2006 - Apr 2012 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Steve Lauterbach
Phone Number: 915-544-6950
Firm Website: http://www.lfa-ia.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $369,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, LA, NM, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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