Laguna Financial Advisory
Laguna Financial Advisory (CRD# 149757) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $59,708,538 in 310 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Laguna Financial Advisory
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$192,608
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Laguna Financial Advisory
1
Terry Anderson (CRD# 1024741) is an Investment Advisor Representative working at Laguna Financial Advisory in Laguna Hills, CA and has over 27 years of experience in the finance industry.
2
Michael Calkins (CRD# 5549050) is an Investment Advisor Representative working at Laguna Financial Advisory in Laguna Hills, CA and has over 15 years of experience in the finance industry.
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