Laurel Wealth Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Laurel Wealth Advisors is a firm built on the enduring principles of transparency, truth and social awareness. We do not promote proprietary products, and we do not charge hidden fees. We believe that every transaction should be based on our clients’ unique circumstances and in their best interest. We believe that all client and advisor transactions should be duly anticipated, smoothly executed, accurately recorded, and easy to understand—there should never be any “surprises”. We believe that investing in our communities is as important as investing our assets, and that we have a responsibility to serve our communities through social outreach, leaving a positive imprint and building a better future for all. 

Our seasoned advisors have a history of strong leadership, sound investment strategies, and the ability to deliver quality products and services to meet our clients’ needs. Our management team has adapted to a rapidly changing investment services industry by envisioning and creating a client-centered and advisor-attuned firm; this approach runs contrary to the large investment banks that have prioritized their corporate interests ahead of their clients’ and advisors’ needs. At LWA we put our clients and advisors where they rightfully deserve to be—at the center of our business blueprint. Client goals and objectives, and advisor coaching and support, drive our every decision.

At LWA we share a commitment to support and develop our advisors and deliver superior services, portfolio management strategies, and total wealth solutions for each of our clients in a personal, forthright and professional way.

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