Laura Mello, financial advisor San Diego CA
90 score

Laura Mello

CRD Number: 5917443
Current Firm: Cornerstone Wealth Management

Laura Mello (CRD# 5917443) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services San Diego, CA Apr 2011 - Current 5
Union Bank San Diego, CA Feb 2007 - Current 9
N/a Poway, CA Aug 2006 - Feb 2007 < 1
University Of Arizona London, Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Laura N. Mello
Phone Number: 858-676-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $478,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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

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