Unclaimed Profile

Walter Andrew Laub

AVALON ADVISORY GROUP LLC·WEXFORD, Pennsylvania

Series 65Clean record15 years registeredAVALON ADVISORY GROUP LLC

150 N MEADOWS DRIVE, WEXFORD, PA 15090CRD# 5833527Firm CRD# 297090

Profile Verification

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

Identity

Walter Andrew Laub · WEXFORD, PA

Registration

CRD #5833527 · AVALON ADVISORY GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

ASPIRE WEALTH ARCHITECTS

Aug 2018 – present

WEALTHCARE CAPITAL MANAGEMENT LLC

Aug 2010 – Jul 2018

Austin, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 20, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVALON ADVISORY GROUP LLC

CRD 297090 · SEC 801-113420

AUM

$227M

Regulatory assets under management

Employees

505 client accounts

Services offered by AVALON ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVALON ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Walter Andrew Laub offer?

Walter Andrew Laub specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEXFORD, Pennsylvania for a consultation.

What are Walter Andrew Laub's credentials?

Walter Andrew Laub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Andrew Laub located?

Walter Andrew Laub is based in WEXFORD, Pennsylvania, working with AVALON ADVISORY GROUP LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.

How does Walter Andrew Laub charge for services?

Walter Andrew Laub'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 AVALON ADVISORY GROUP LLC?

AVALON ADVISORY GROUP LLC has approximately 5 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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