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Laurel Wealth Advisors, Inc. logo

Laurel Wealth Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Laurel Wealth Advisors, Inc. operates in the financial services industry, offering a client-centered approach to wealth management. The firm emphasizes transparency and straightforward fee structures, avoiding proprietary products and hidden charges, with a focus on aligning transactions to each client’s unique circumstances and best interests. Its advisory model prioritizes clarity in execution and record-keeping, aiming to minimize surprises and support thoughtful decision-making for clients and their advisors.

Find Laurel Wealth Advisors, Inc. employees' phone numbers or email addresses

Laurel Wealth Advisors, Inc. Global Highlights

Location
Employees

North America
36

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  • United States Of America
    35
  • Mexico
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Laurel Wealth Advisors, Inc.'s Leadership

  • Chief Investment Officer at Laurel Wealth Advisors, Inc.
    J. C.
    Chief Investment Officer
    Mobile Phone
  • Partner at Laurel Wealth Advisors, Inc.
    W. S.
    Partner
    Mobile Phone
  • Portfolio Manager at Laurel Wealth Advisors, Inc.
    C. W.
    Portfolio Manager
    Mobile Phone
  • Portfolio Manager at Laurel Wealth Advisors, Inc.
    D. R.
    Portfolio Manager
    Mobile Phone
  • Portfolio Manager at Laurel Wealth Advisors, Inc.
    S. P.
    Portfolio Manager
    Mobile Phone
  • Registered Investment Advisor at Laurel Wealth Advisors, Inc.
    E. I. P.
    Registered Investment Advisor
    Mobile Phone
  • Compliance Associate at Laurel Wealth Advisors, Inc.
    E. C.
    Compliance Associate
    Mobile Phone
  • Research Analyst at Laurel Wealth Advisors, Inc.
    E. I.
    Research Analyst
    Mobile Phone

Laurel Wealth Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Other
  • Information Technology

Contact profiles from Laurel Wealth Advisors, Inc.

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Laurel Wealth Advisors, Inc.
    J. C.
    Chief Investment Officer
    Mobile Phone
    Feb 26, 2025
  • Partner at Laurel Wealth Advisors, Inc.
    W. S.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Portfolio Manager at Laurel Wealth Advisors, Inc.
    C. W.
    Portfolio Manager
    Mobile Phone
    Feb 26, 2025
  • Portfolio Manager at Laurel Wealth Advisors, Inc.
    D. R.
    Portfolio Manager
    Mobile Phone
    Mexico, Mexico City
    Feb 26, 2025
  • Portfolio Manager at Laurel Wealth Advisors, Inc.
    S. P.
    Portfolio Manager
    Mobile Phone
    Oct 23, 2024
  • Registered Investment Advisor at Laurel Wealth Advisors, Inc.
    E. I. P.
    Registered Investment Advisor
    Mobile Phone
    Jun 29, 2026
  • Compliance Associate at Laurel Wealth Advisors, Inc.
    E. C.
    Compliance Associate
    Mobile Phone
    Oct 22, 2024
  • Research Analyst at Laurel Wealth Advisors, Inc.
    E. I.
    Research Analyst
    Mobile Phone
    Oct 22, 2024
  • Financial Planner at Laurel Wealth Advisors, Inc.
    V. K.
    Financial Planner
    Mobile Phone
    Sep 09, 2026
  • Employee at Laurel Wealth Advisors, Inc.
    B. U.
    Mobile Phone
    Aug 08, 2024

Frequently Asked Questions

What is Laurel Wealth Advisors, Inc. known for?

Minus sign iconPlus sign iconLaurel Wealth Advisors, Inc. was founded in 2011 and operates in the Financial Services industry. You can contact Laurel Wealth Advisors, Inc.'s main corporate office by phone at
+1-760-473-****
. Explore Laurel Wealth Advisors, Inc.'s company overview page for more information.

What is Laurel Wealth Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconLaurel Wealth Advisors, Inc. employees' email format typically follows the pattern of First@laurelwa.com. Trying to find reliable and up-to-date employee contact data? Find more Laurel Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does Laurel Wealth Advisors, Inc. have currently?

Minus sign iconPlus sign iconLaurel Wealth Advisors, Inc. has approximately 18 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Laurel Wealth Advisors, Inc.'s key employees and leadership?

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As of August 2026, Laurel Wealth Advisors, Inc.'s key employees include:

  • Chief Investment Officer: J. C.
  • Partner: W. S.
  • Portfolio Manager: C. W.
  • Portfolio Manager: D. R.
  • Portfolio Manager: S. P.

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