Unclaimed Profile

Laura Doclar Muller

CAPITAL BANK AND TRUST COMPANY·IRVINE, California

CAPITAL BANK AND TRUST COMPANY

6455 IRVINE CENTER DRIVE, IRVINE, CA 92618-4518CRD# 2688118Firm CRD# 170017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura Doclar Muller · IRVINE, CA

Registration

CRD #2688118 · CAPITAL BANK AND TRUST COMPANY

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Laura Doclar Muller is a registered financial advisor based in IRVINE, California, affiliated with CAPITAL BANK AND TRUST COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CAPITAL BANK AND TRUST COMPANY

AUM

$75.9B

Regulatory assets under management

Employees

151

Total firm employees

View all advisors at CAPITAL BANK AND TRUST COMPANY →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2688118

Firm CRD# 170017

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Laura Doclar Muller offer?

Laura Doclar Muller specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.

What are Laura Doclar Muller's credentials?

Laura Doclar Muller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Doclar Muller located?

Laura Doclar Muller is based in IRVINE, California, working with CAPITAL BANK AND TRUST COMPANY. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Laura Doclar Muller charge for services?

Laura Doclar Muller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL BANK AND TRUST COMPANY?

CAPITAL BANK AND TRUST COMPANY has approximately 151 employees and manages $75.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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