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).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • 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
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
Terry D. Anderson
CRD#: 1024741
23101 Moulton Parkway, Suite 108, Laguna Hills, CA 92653

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 L. Calkins
CRD#: 5549050
23101 Moulton Parkway, Suite 108, Laguna Hills, CA 92653

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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