Laguna Investment Services
Laguna Investment Services (CRD# 146442) is a financial advisory firm headquartered in , . They manage $1,752,264 in 25 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Laguna Investment Services
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$70,091
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA
Financial Advisors at Laguna Investment Services
1
Laura Sweezey (CRD# 1806165) is an Investment Advisor Representative working at Laguna Investment Services in Pembroke, MA and has over 36 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.