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Austin Gary Lastinger

Bailard, Inc.

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About Austin Gary Lastinger

Austin Lastinger is an Investment Advisor Representative at Bailard, Inc. with over 6 years of experience in the industry. Austin holds the Series 65 license. Austin is also a Certified Financial Planner. Austin's firm, Bailard, Inc., is a fee-only investment firm, which means that they do not charge commissions. They offer financial planning services, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm has a long history of providing investment advice and financial planning services to individuals and families, as well as institutions.

Firm Information

Austin Lastinger is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Austin Lastinger’s Registration & Firm History

CA

03/28/2023 - Present

Bailard, Inc. (FOSTER CITY CA)

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Licenses & Designations

IA

Issued 03/21/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Gary Lastinger.
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