![Laura Elmore, financial advisor Thousand Oaks CA](/img/ws/profile-blank-sq.png)
Laura Elmore (CRD# 6247081) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 10 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
![Michael Mansfield, financial advisor Thousand Oaks CA](/img/ws/profile-blank-sq.png)
CRD# 5656946
The Lynd Group Advisors, LLC
![Scott Swanson, financial advisor Thousand Oaks CA](/img/ws/profile-blank-sq.png)
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wfg Direct | Agoura Hills, CA | Aug 2021 - Current | 2 |
Net Law Group Inc. | Louisville, KY | Jun 2016 - Current | 8 |
Transamerica Financial Advisors, Inc. | Agoura Hills, CA | Jul 2013 - Current | 10 |
Wfgia | Agoura Hills, CA | Jan 2013 - Current | 11 |
Moorpark Unified School District | Moorpark, CA | Jun 1990 - Current | 34 |
Savvas Learning LLC | Paramus, NJ | Jul 2022 - Feb 2024 | 1 |
Debtmerica | Santa Ana, CA | Oct 2021 - Mar 2022 | < 1 |
Debtmerica | Santa Ana, CA | Apr 2015 - May 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2013 |
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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