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Brian Matthew Lavoie

LAUREL WEALTH ADVISORS, INC.·SOLANA BEACH, California
Unclaimed Profile
990 HIGHLAND DRIVE, SOLANA BEACH, CA 92075CRD# 5985779Firm CRD# 157139
01

About

Brian Matthew Lavoie is a registered financial advisor based in SOLANA BEACH, California, affiliated with LAUREL WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LAUREL WEALTH ADVISORS, INC.
LAUREL WEALTH ADVISORS, INC.
AUM
$2.4B
Regulatory assets under management
Employees
40
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5985779
Firm CRD# 157139
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Matthew Lavoie offer?
Brian Matthew Lavoie specializes in Financial Planning, Investment Management. Contact their office in SOLANA BEACH, California for a consultation.
What are Brian Matthew Lavoie's credentials?
Brian Matthew Lavoie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Matthew Lavoie located?
Brian Matthew Lavoie is based in SOLANA BEACH, California, working with LAUREL WEALTH ADVISORS, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Brian Matthew Lavoie charge for services?
Brian Matthew Lavoie'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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Other advisors in SOLANA BEACH
Gregory Serras — VANGUARD CAPITALAndrew Yorisato Wasa — FOCUS INVESTMENT ADVISORS, INCHenry Joseph Ferry — FOCUS INVESTMENT ADVISORS, INCLee Alfred Tripodi — LAUREL WEALTH ADVISORS, INC.James Matthew Conole — ROOT FINANCIAL PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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