Laura
Lemoine
Certuity, LLC
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About this Advisor
Laura Lemoine is a financial advisor working in Santa Monica, California who has 2 years of relevant experience. Lemoine works at Certuity, LLC. Throughout their career, they have worked 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, Camden Capital and Vistamar School. Lemoine maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in California. Certuity, LLC is a financial advisory business headquartered in North Palm Beach, FL. It has offices in five locations and a total of 32 people on staff. It oversees $4 billion in assets under management among its 3,774 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 3,774 customer accounts, 80% belong to high-net-worth investors who have greater than $1 million in assets. Certuity, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules usually depend on which services are offered. Fees billed by Certuity, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
$3,641,794,448
32
3,774
$964,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Laura Lemoine Work History
Laura has been registered as a financial advisor for 2 years.*
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
Vistamar School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Cincinnati, OH
North Palm Beach, FL
Chicago, IL
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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