A complete list of active advisors currently associated with Laurel Wealth Advisors, LLC

Warmer can help you find a great advisor at Laurel Wealth Advisors, LLC or one who fits your needs even better.

Laurel Wealth Advisors provides investment advice and portfolio management to individuals (including high‑net‑worth clients), charitable organizations, and business entities, offering both discretionary and non‑discretionary asset management alongside financial planning services. Financial planning is provided as part of the firm’s asset management relationship without a separate charge. The firm constructs portfolios using fundamental analysis and customizes strategies to client goals, time horizons, and risk tolerance, employing long‑ and short‑term positions, options, margin where appropriate, rebalancing, and tax‑loss harvesting. Trades are executed through designated custodians (Fidelity or Schwab) and the firm charges asset‑based advisory fees that are billed on a quarterly basis in advance. A distinctive feature of the firm is its common‑control affiliation with the CPA firm Miller McNeish & Breedlove, P.A., which can result in referrals for accounting and tax preparation services and is disclosed as a potential conflict of interest; clients are not required to use that firm. The firm also permits certain advisers to serve as trustees for a limited number of client accounts, an arrangement that imputes custody to the firm for those accounts and triggers an annual surprise custody examination.

To learn more about the advisors currently working at Laurel Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.