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Lawrence L

CFP®, CFA®, Series 63, Series 65

Carlsbad, CA

Coronado Investment Advisors, LLC

Lawrence Ladd is a CFP® and CFA® with 12 years of industry experience. He is currently with Coronado Investment Advisors, LLC, where he has worked since 2016, and also serves as a personal financial counselor for military service members at Magellan Financial. His background includes roles at Zeiders Enterprises and My Secure Advantage. Coronado Investment Advisors provides discretionary portfolio management and advisory services to individuals, families, trusts, corporations, endowments, and government entities. The firm employs an adaptive, active investment approach using fundamental, technical, and statistical methods, managing portfolios primarily with individual stocks, bonds, and ETFs.

Active portfolio management Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Brady B

CFP®, Series 66

Carlsbad, CA

Coronado Investment Advisors, LLC

Brady Boyd is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Coronado Investment Advisors, LLC since 2016. Outside of his advisory role, he manages a Kidokinetics franchise in San Diego that offers youth sports and recreation programs. Coronado Investment Advisors provides discretionary portfolio management and advisory services to individuals, families, trusts, corporations, endowments, and government entities. The firm uses an adaptive, active investment approach combining fundamental, technical, and statistical methods, implementing portfolios mainly through individual stocks, bonds, and ETFs.

Active portfolio management Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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