Laura Taylor
Laura Taylor is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 10 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3131 Camino Del Rio N Ste 300, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura works as an administrative assistant and handles office administration duties for David R. Bretz Investment, a financial services firm. This takes about 10-20% of her time, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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