Laurean Nardone, financial advisor San Anselmo CA
96 score

Laurean Nardone

CRD Number: 1131151
Current Firm: Shira Ridge Wealth Management

Laurean Nardone (CRD# 1131151) is an Investment Advisor Representative working at Shira Ridge Wealth Management in San Anselmo, CA and has over 27 years of experience in the finance industry. Laurean Nardone 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
Lpl Financial LLC Larkspur, CA Aug 2012 - Current 4
Shira Ridge Wealth Management Larkspur, CA Jun 2000 - Current 16
Pusateri Consulting & Training Williamsville, NY Sep 2011 - Aug 2012 < 1
Genworth Financial Advisers Corporation Schaumburg, IL Dec 2005 - Aug 2012 6
Genworth Financial Securities Corporation Schaumburg, IL Jan 2002 - Aug 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Laurean S. Nardone
Phone Number: 415-721-0275
Registered State(s):
  • CA
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
  • Educational seminars/workshops
Types of Clients
Registered States


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

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