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).

By the Numbers
  • Total Assets Under Management
    1,557
    MILLION
  • Total Number of Accounts
    4,779
    ACCOUNTS
  • Average Account Value
    $325,814
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, 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

Financial Advisors at Laurel Wealth Advisors, Inc.
Showing 1 - 10 of 39 top financial advisors.
1
John P. Berry
CRD#: 2991677
Holly Springs, NC

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.

2
William J. Bettis
CRD#: 1651387
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

3
Douglas F. Bradley
CRD#: 2850255
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

4
Neva C. Bradley
CRD#: 6290903
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

5
Dustin J. Briquelet
CRD#: 2340309
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

6
Michael S. Budd
CRD#: 811726
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

7
Peter G. Chiang
CRD#: 2068958
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

8
Andrea Chillak
CRD#: 1359183
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

9
Johnny N. Chuchen
CRD#: 3024845
8008 Girard Avenue, Suite 330, La Jolla, CA 92037

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.

10
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 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.

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