Mariner Wealth Advisors
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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
Years of Experience
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Mariner Wealth Advisors Brokerage Details
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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
Laurence Mcculla Work History
Laurence has 13 years of experience.
Mariner Wealth Advisors
Cbiz Accounting, Tax & Advisory Of San Diego
Cbiz Financial Solutions, Inc
Laurence Mcculla has no disclosures.
Please visit their SEC profile for more details.