Unclaimed Profile

Elizabeth Cave

LAUREL WEALTH ADVISORS, INC.·LA JOLLA, California

LAUREL WEALTH ADVISORS, INC.

8008 GIRARD AVENUE, LA JOLLA, CA 92037CRD# 3232407Firm CRD# 157139

Profile Verification

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

Identity

Elizabeth Cave · LA JOLLA, CA

Registration

CRD #3232407 · LAUREL WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Elizabeth Cave is a registered financial advisor based in LA JOLLA, California, affiliated with LAUREL WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LAUREL WEALTH ADVISORS, INC.

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LAUREL WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3232407

Firm CRD# 157139

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Elizabeth Cave offer?

Elizabeth Cave specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.

What are Elizabeth Cave's credentials?

Elizabeth Cave is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Cave located?

Elizabeth Cave is based in LA JOLLA, California, working with LAUREL WEALTH ADVISORS, INC.. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Elizabeth Cave charge for services?

Elizabeth Cave's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAUREL WEALTH ADVISORS, INC.?

LAUREL WEALTH ADVISORS, INC. has approximately 40 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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