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Bruce James Lagnese

LPM Advisors, LLC

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About Bruce James Lagnese

Bruce James Lagnese is an Investment Advisor Representative associated with LPM Advisors, LLC. Bruce has been in the industry since July 2003 and holds a Series 65 license. Bruce is registered in California. The firm's main office is located in Los Angeles, California. LPM Advisors, LLC manages assets for individuals, pension and profit-sharing plans.

Firm Information

Bruce Lagnese is currently registered with LPM Advisors, LLC. LPM Advisors, LLC is an investment advisor with 2 investment advisor representatives. The firm provides advisory services for pension and profit-sharing plans, individuals other than high-net-worth individuals, and high-net-worth individuals. They also provide other services, including solicitor and selection of other advisers. The firm is not a registered investment advisor and does not have any regulatory assets under management.

Not reported

Assets Under Management

29

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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solicitor

Solicitor

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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other

Referral fees

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Bruce Lagnese’s Registration & Firm History

CA

05/24/2011 - Present

LPM Advisors, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 12/02/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce James Lagnese.
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