Laguna Financial Advisory

Laguna Financial Advisory (CRD# 149757) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $29,854,109 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $242,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Laguna Financial Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Michael L. Calkins
CRD#: 5549050
23101 Moulton Parkway, Suite 108, Laguna Hills, CA 92653
93
Wealthminder
score

Michael Calkins (CRD# 5549050) is an Investment Advisor Representative working at Laguna Financial Advisory in Laguna Hills, CA and has over 8 years of experience in the finance industry.

2
Terry D. Anderson
CRD#: 1024741
23101 Moulton Parkway, Suite 108, Laguna Hills, CA 92653
86
Wealthminder
score

Terry Anderson (CRD# 1024741) is an Investment Advisor Representative working at Laguna Financial Advisory in Laguna Hills, CA and has over 20 years of experience in the finance industry. Terry Anderson 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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