Laura
Lemoine
Certuity, LLC
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About this Advisor
Laura Lemoine is a financial advisor based in Santa Monica, California, working with Certuity, LLC. Laura has previously held positions at Boston University Dining Services, The Studio Mdr, Cabo Cantina, Boston University, Fund For The Public Interest, Box 'N Burn, The People Concern, Career Group, and Camden Capital. Laura has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Laura is part of Certuity, LLC, which operates out of Santa Monica, California. The firm has 10 offices and 41 employees. The firm manages assets totaling $4.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Certuity, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
$3,961,766,158
41
3,286
$1,205,650
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Laura Lemoine Work History
Camden Capital
Career Group
The People Concern
Fund For The Public Interest
Box 'N Burn
Cabo Cantina
Boston University
The Studio Mdr
Boston University Dining Services
Disclosures
Please visit the SEC profile of Laura Lemoine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certuity, LLC
Santa Monica, CA
North Palm Beach, FL
New York, NY
North Palm Beach, FL
North Palm Beach, FL
Santa Monica, CA
Manhattan Beach, CA
North Palm Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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