Coronado Investment Advisors, LLC

Coronado Investment Advisors, LLC (CRD# 283420) is a financial advisory firm headquartered in Coronado, CA. They manage $32,480,000 in 44 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $738,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NM, OK, TX

Financial Advisors at Coronado Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brady C. Boyd
CRD#: 5141387
1303 Ynez Place, Coronado, CA 92118
96
Wealthminder
score

Brady Boyd (CRD# 5141387) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Coronado, CA and has over 10 years of experience in the finance industry. Brady Boyd 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.

2
Lawrence M. Ladd
CRD#: 2300135
1303 Ynez Place, Coronado, CA 92118
96
Wealthminder
score

Lawrence Ladd (CRD# 2300135) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Coronado, CA and has over 23 years of experience in the finance industry. Lawrence Ladd 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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