David
Lauritzen
Confidence Wealth Management, LLC
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About this Advisor
David Lauritzen is a financial advisor based in Henderson, Nevada, working with Confidence Wealth Management, LLC. David has previously held positions at Fidelity Personal And Workplace Advisors, Ny Life Securities LLC, New York Life, Sky Zone Trampoline Park, Universal Studio, Confidence Wealth Management, and Fidelity Investments. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Nevada. Currently, David is part of Confidence Wealth Management, LLC, which operates out of Henderson, Nevada. The firm has 3 offices and 23 employees. The firm manages assets totaling $267.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Confidence Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Confidence Wealth Management, LLC Brokerage Details
$267,130,014
23
1,820
$146,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Lauritzen Work History
Confidence Wealth Management
Confidence Wealth Management
Ny Life Securities LLC
New York Life
Sky Zone Trampoline Park
Universal Studio
Fidelity Personal And Workplace Advisors
Fidelity Investments
Disclosures
Please visit the SEC profile of David Lauritzen 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 Confidence Wealth Management, LLC
Henderson, NV
Torrance, CA
Palm Harbor, FL
Henderson, NV
Henderson, NV
Henderson, NV
Robinsville, NJ
Henderson, NV
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