Laguna Investment Services

Laguna Investment Services (CRD# 146442) is a financial advisory firm headquartered in , . They manage $1,678,299 in 27 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $62,159
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA

Financial Advisors at Laguna Investment Services
Showing 1 - 1 of 1 top financial advisors.
1
Laura J. Sweezey
CRD#: 1806165
Pembroke, MA

Laura Sweezey (CRD# 1806165) is an Investment Advisor Representative working at Laguna Investment Services in Pembroke, MA and has over 35 years of experience in the finance industry.

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