Laurel Wealth Advisors, Inc.
Laurel Wealth Advisors, Inc. (CRD# 157139) is a financial advisory firm headquartered in La Jolla, CA. They manage $1,557,063,810 in 4,779 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management1,557MILLION
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Total Number of Accounts4,779ACCOUNTS
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Average Account Value$325,814
- 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
- Pension consulting services
- Educational seminars/workshops
AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WY
John Berry (CRD# 2991677) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Holly Springs, NC and has over 22 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.
William Bettis (CRD# 1651387) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 23 years of experience in the finance industry.
Douglas Bradley (CRD# 2850255) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 23 years of experience in the finance industry.
Neva Bradley (CRD# 6290903) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 4 years of experience in the finance industry.
Dustin Briquelet (CRD# 2340309) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 27 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 34 years of experience in the finance industry.
Peter Chiang (CRD# 2068958) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 27 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 35 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 16 years of experience in the finance industry.
Christopher Conner (CRD# 3220459) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in Fresno, CA and has over 20 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.