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David Alexander Laut

ABOUND FINANCIAL, LLC·GRANITE BAY, California
SIE, Series 7, Series 66, Series 99TOCFPClean record18 years registeredABOUND FINANCIAL, LLC
4180 DOUGLAS BLVD, GRANITE BAY, CA 95746CRD# 5139179Firm CRD# 327724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Alexander Laut · GRANITE BAY, CA
Registration
CRD #5139179 · ABOUND FINANCIAL, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Jun 2025 – present
ABOUND FINANCIAL
Sep 2023 – present
THE WEALTH CONSULTING GROUP
Apr 2016 – Dec 2023
Granite Bay, CA
LPL FINANCIAL LLC
Jan 2011 – Nov 2016
SAN DIEGO, CA
UBS FINANCIAL SERVICES INC.
Dec 2007 – Dec 2010
LA JOLLA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 99TO
Registration record
First registered · December 10, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ABOUND FINANCIAL, LLC
CRD 327724 · SEC 801-128697
AUM
$352M
Regulatory assets under management
Employees
6
1,611 client accounts
Services offered by ABOUND FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ABOUND FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Alexander Laut offer?
David Alexander Laut specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANITE BAY, California for a consultation.
What are David Alexander Laut's credentials?
David Alexander Laut holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Alexander Laut located?
David Alexander Laut is based in GRANITE BAY, California, working with ABOUND FINANCIAL, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.
How does David Alexander Laut charge for services?
David Alexander Laut's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABOUND FINANCIAL, LLC?
ABOUND FINANCIAL, LLC has approximately 6 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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