Laura Steinbeck is a CFP, ChFC-designated registered investment advisor, based in Danville, CA, with 24 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold.
Location
318 Diablo Road, Suite 150, Danville, CA, 94526
Get directionsHistory
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 ActivitiesSells Insurance
Laura is a financial advisor with Kestra Financial Services (nearly full-time) and Pacific Wealth Planning, Inc. (about 10-20% of her time), also offering consulting and divorce-related financial expertise; she also sells life, LTC, and disability insurance and works as a notary, a board member for a networking group, and an instructor for a financial education organization.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial Corporation
Associated Securities CORP.
Associated Securities CORP.Broker
Strategic Wealth Advisors Group
Fsc Securities CorporationBroker
Fsc Securities Corporation
Certified Planners INC
Protected Investors of AmericaBroker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Wachovia Securities, INC.Broker
State Registrations19 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
More Advisors
- Anthony Schliesser, CFPThe Pacific Center for Financial Services
- John Seo, CFPSteward Partners Investment Advisory, LLC
- Matthew Dublin, CFATrue North Advisors, LLC
- Cynthia Miller, CFPGreykasell Wealth Strategies, INC.
- Scott Lucia, CFPAndrews, Lucia Wealth Management LLC
- Kathleen Kovar, PFS