Nicholas Lasater, financial advisor Newport Beach CA
90 score

Nicholas Lasater

CRD Number: 6027265
Current Firm: Securian Financial Services, Inc.

Nicholas Lasater (CRD# 6027265) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St Paul, MN Mar 2012 - Current 4
Minnesota Life Insurance Company St Paul, MN Mar 2012 - Current 4
Tax And Financial Group Newport Beach, CA Mar 2012 - Current 4
Tax And Financial Group Newport Beach, CA Dec 2011 - Mar 2012 < 1
Securian Financial Services Inc. St Paul, MN Dec 2011 - Mar 2012 < 1
Unemployed Santa Monica, CA Jul 2010 - Dec 2011 1
Mechanics Bank San Francisco, CA May 2008 - Jul 2010 2
Unemployed San Francisco, CA Dec 2007 - May 2008 < 1
Spurgin Development Company Santa Monica, CA Aug 2007 - Nov 2007 < 1
Unemployed Santa Monica, CA Jun 2007 - Aug 2007 < 1
Santa Clara University Santa Clara, CA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Nicholas C. Lasater
Phone Number: 651-665-5609
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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