Lauriann Delay
Lauriann Delay is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in San Francisco, CA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
101 California Street, Suite 4500, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lauriann is an officer and treasurer for Anchor Society, a non-profit organization, and a finance/investment committee member for United Religions Initiative (URI). She dedicates minimal time to each of these investment-related activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Goldman, Sachs & CO.Broker
Rykel Securities, INC.Broker
Pacific Securities, INC.Broker
Citicorp Securities Markets, INC.Broker
State Registrations15 states
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