Unclaimed Profile

Judy Ann Groves

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas

Series 65Clean record17 years registeredLAUTERBACH FINANCIAL ADVISORS, LLC

4130 RIO BRAVO DRIVE, EL PASO, TX 79902CRD# 4652956Firm CRD# 114431

Profile Verification

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

Identity

Judy Ann Groves · EL PASO, TX

Registration

CRD #4652956 · LAUTERBACH FINANCIAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAUTERBACH FINANCIAL ADVISORS, LLC

LAUTERBACH FINANCIAL ADVISORS, LLC

Jan 2009 – Jul 2020

EL PASO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAUTERBACH FINANCIAL ADVISORS, LLC

CRD 114431 · SEC 801-64326

AUM

$550M

Regulatory assets under management

Employees

1,003 client accounts

Services offered by LAUTERBACH FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAUTERBACH FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Judy Ann Groves offer?

Judy Ann Groves specializes in Financial Planning, Investment Management, Wealth Management.

What are Judy Ann Groves's credentials?

Judy Ann Groves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Judy Ann Groves located?

Judy Ann Groves is based in EL PASO, Texas, last registered with LAUTERBACH FINANCIAL ADVISORS, LLC.

How does Judy Ann Groves charge for services?

Judy Ann Groves'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 LAUTERBACH FINANCIAL ADVISORS, LLC?

LAUTERBACH FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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