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).
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Total Assets Under Management2,383MILLION
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Total Number of Accounts5,198ACCOUNTS
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Average Account Value$458,492
- 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, 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.