Laurel Wealth Advisors, Inc.
Laurel Wealth Advisors, Inc. (CRD# 157139) is a financial advisory firm headquartered in La Jolla, CA. They manage $1,094,633,705 in 3,407 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,095MILLION
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Total Number of Accounts3,407ACCOUNTS
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Average Account Value$321,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AZ, CA, CO, FL, HI, IL, MA, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, WA
Melissa Attanasio (CRD# 2312324) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 25 years of experience in the finance industry. Melissa Attanasio 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.
Bridget Grimes (CRD# 1574209) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 7 years of experience in the finance industry. Bridget Grimes 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.
Donald Rittenhouse (CRD# 400251) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 37 years of experience in the finance industry. Donald Rittenhouse 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.
Leonard Anderson (CRD# 5781616) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 7 years of experience in the finance industry.
Michael Budd (CRD# 811726) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 32 years of experience in the finance industry.
Andrea Chillak (CRD# 1359183) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 32 years of experience in the finance industry.
Johnny Chuchen (CRD# 3024845) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 13 years of experience in the finance industry.
Steven Daniels (CRD# 3091518) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 19 years of experience in the finance industry.
Corinne Fond (CRD# 4379284) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 16 years of experience in the finance industry.
Michael Graney (CRD# 4046453) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 18 years of experience in the finance industry.