Salvatore Lauri (CRD# 5051409) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Wayne, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnati, OH | Feb 2019 - Current | 5 |
| Western & Southern Life | Bala Cynwyd, PA | Feb 2019 - Current | 5 |
| Unemployed | Folsom, PA | Oct 2018 - Feb 2019 | < 1 |
| Edward Jones | Saint Louis, MO | Mar 2017 - Oct 2018 | 1 |
| Mml Investors Services, LLC | Norwood, PA | Mar 2016 - Feb 2017 | < 1 |
| Massmutual Life Insurance Company | Norwood, PA | Jan 2016 - Feb 2017 | 1 |
| Farmers Insurance Salvatore Lauri Insurance Agency LLC | Norwood, PA | Mar 2013 - Oct 2016 | 3 |
| Metlife Securities Inc. | Newtown, PA | Nov 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2005 |
- PA
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.