Laurel Wealth Advisors, Inc.

Laurel Wealth Advisors, Inc. (CRD# 157139) is a financial advisory firm headquartered in Solana Beach, CA. They manage $2,383,239,170 in 5,198 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,383
    MILLION
  • Total Number of Accounts
    5,198
    ACCOUNTS
  • Average Account Value
    $458,492
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
  • Pension consulting services
  • 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.

AK, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA

Financial Advisors at Laurel Wealth Advisors, Inc.
Showing 1 - 10 of 39 top financial advisors.
1
Terrance W. Arges
CRD#: 5494713
990 Highland Drive, Suite 205, Solana Beach, CA 92075

Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Solana Beach, CA and has over 13 years of experience in the finance industry.

2
John P. Berry
CRD#: 2991677
Cary, NC

John Berry (CRD# 2991677) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Cary, NC and has over 24 years of experience in the finance industry. John Berry 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.

3
William J. Bettis
CRD#: 1651387
990 Highland Drive, Suite 205, Solana Beach, CA 92075

William Bettis (CRD# 1651387) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Solana Beach, CA and has over 25 years of experience in the finance industry.

4
Douglas F. Bradley
CRD#: 2850255
990 Highland Drive, Suite 205, Solana Beach, CA 92075

Douglas Bradley (CRD# 2850255) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Solana Beach, CA and has over 25 years of experience in the finance industry.

5
Neva C. Bradley
CRD#: 6290903
990 Highland Drive, Suite 205, Solana Beach, CA 92075

Neva Bradley (CRD# 6290903) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Solana Beach, CA and has over 6 years of experience in the finance industry. Neva Bradley 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.

6
Dustin J. Briquelet
CRD#: 2340309
San Diego, CA

Dustin Briquelet (CRD# 2340309) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in San Diego, CA and has over 28 years of experience in the finance industry.

7
Michael S. Budd
CRD#: 811726
Costa Mesa, CA

Michael Budd (CRD# 811726) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.

8
Andrea Chillak
CRD#: 1359183
Encinitas, CA

Andrea Chillak (CRD# 1359183) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Encinitas, CA and has over 37 years of experience in the finance industry.

9
Christopher M. Conner
CRD#: 3220459
45 River Park Place W., Suite 103, Fresno, CA 93720

Christopher Conner (CRD# 3220459) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Fresno, CA and has over 22 years of experience in the finance industry. Christopher Conner 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.

10
Joseph A. Forlenza
CRD#: 4086868
185 W. F Street, Suite 100, San Diego, CA 92101

Joseph Forlenza (CRD# 4086868) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in San Diego, CA and has over 21 years of experience in the finance industry. Joseph Forlenza 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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