Laurel Wealth Advisors Inc
Legal Name: LAUREL WEALTH ADVISORS, INC.
Full Contact Details
Laurel Wealth Advisors Inc
8008 GIRARD AVENUE, SUITE 330, LA JOLLA, CA
858.459.1101
858.456.0020
Other Info
Laurel Wealth Advisors, Inc. is a California-based corporation with 39 employees, all of whom hold advisory roles. The number of clients served by the firm is currently unknown, but its SEC status is listed as Approved and it was registered on May 20th, 2011.
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(619) 343-2913 [email protected] Client Login San Diego Office 600 West Broadway Suite 2625 San Diego, CA 92101 Menu HomeAbout Why Choose UsMeet The TeamOur ProcessOur ClientsNew Client WelcomeStrategic AlliancesServices Financial PlanningInvestment ManagementFinancial CoordinationPortfolio Manageme…
Laurel Wealth Advisors
Our Firm Services Investing Wealth Services Our People A Simple Idea Lee Tripodi Mark Welsh Career Join Contact Us Our Firm Services Investing Wealth Services Our People A Simple Idea Lee Tripodi Mark Welsh Career Join Contact Us Impacting the world withAssets, Altruism and Action.Learn More OUR…
Capital Stewardship Group - Home
Capital Stewardship Group, an investment company in La Jolla, offers individualized and professional investing, financing and financial planning solutions for private and commercial customers.
Sage Path Solutions
You are unique. Your financial plan should be too. We start your planning process by listening to what’s important to you and what makes you tick.
Direct Owners
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BRIAN MATTHEW LAVOIE
DIRECTOR OF OPERATIONS, SALES-FORCE & CLIENT SERVICES SUPERVISOR owns less than 5%
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DONNA LYNNE COOPER
CHIEF COMPLIANCE OFFICER owns less than 5%
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LEE ALFRED TRIPODI
PRINCIPAL & PRESIDENT owns more than 50% but less than 75%
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MARK DANIEL WELSH
PRINCIPAL & MANAGING DIRECTOR owns more than 50% but less than 75%