Laurence
Mcculla

Mariner Wealth Advisors

CRD#3144131
Investment Advisor
in San Diego, CA
Are you Laurence Mcculla? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Laurence Mcculla is a certified financial planner located in San Diego, California. Currently a registered financial advisor at Mariner Wealth Advisors, Mcculla has 13 years of experience as an investment advisor. Mcculla maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mcculla can work with clients based out of California. During their career, the advisor has held roles at Cbiz Accounting, Tax & Advisory Of San Diego, Cbiz Financial Solutions, Inc, Mariner Wealth Advisors and Msec LLC. Mariner Wealth Advisors is based out of San Diego, California, and has 24 other locations in the nation. As an advisory firm, Mariner Wealth Advisors oversees $7 billion in assets throughout 15,767 accounts and retains more than 143 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 15,595 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Mariner Wealth Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10616 Scripps Summit Court Suite 110
San Diego, CA 92131

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$22,043,093,873

CA Average: $2,243,162,756
Total Number of Employees

555

CA Average: 44
Total Number of Accounts

44,018

CA Average: 4,091
Average Account Size

$500,775

CA Average: $548,316

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Laurence Mcculla Work History

Laurence has 13 years of experience.

2012 - Present (7 years)

Msec LLC

2011 - Present (8 years)

Mariner Wealth Advisors

2005 - 2010 (5 years)

Cbiz Accounting, Tax & Advisory Of San Diego

2005 - 2012 (7 years)

Cbiz Financial Solutions, Inc

Disclosures

Laurence Mcculla has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started