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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Vanveelen is an Investment Advisor Representative at Axxcess Wealth Management, LLC. Lauren has been in the industry since 2007, and holds the Series 65 license. Lauren is a registered Investment Advisor in California. Axxcess Wealth Management, LLC is a fee-only investment advisor that has been providing financial planning, wealth management and investment advice to individuals, families, businesses, and retirement plans since 2000. The firm has offices in Carlsbad, Goleta, and Santa Barbara, CA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/04/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
IA
Issued 09/20/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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