Brian Lauer, financial advisor York PA

Brian Lauer

CRD Number: 3145803
Current Firm: Cambridge Investment Research Advisors, Inc.

Brian Lauer (CRD# 3145803) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2019 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2019 - Current 4
Various Insruance Carriers For W & R Insurance Agencies Jacobus, PA Feb 2007 - Current 17
Waddell & Reed, Inc. York, PA Jan 2007 - Nov 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Brian C. Lauer
Phone Number: 641-472-5100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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