Amir Lauber is a registered investment advisor at Stonex Advisors INC., based in Boca Raton, FL, with 21 years of industry experience. Amir is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
2600 N Military Trail, Suite 100, Boca Raton, FL, 33431
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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.
Learn about disclosures →Other Business Activities
Amir is a registered representative and may hold various roles for the firm's affiliates, including board positions. The time commitment varies based on corporate needs.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Stonex Financial INC.Broker
Triad Advisors, LLC
Triad Advisors LLCBroker
Securities America, INC.Broker
Investacorp, INC.Broker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
First Union Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gunnallen Financial, INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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