AL
AL

Amir Lauber

20 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200
Loading...

Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Amir is a registered representative and may hold various roles for the firm's affiliates, including board positions. The time commitment varies based on corporate needs.

Employment History
Current Registrations
Stonex Advisors INC.
April 2023 - Present · 2 yrs 10 mos
Stonex Securities INC.Broker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Stonex Financial INC.Broker
June 2022 - September 2025 · 3 yrs 3 mos
Triad Advisors, LLC
September 2020 - July 2022 · 1 yr 10 mos
Triad Advisors LLCBroker
August 2020 - July 2022 · 1 yr 11 mos
Securities America, INC.Broker
July 2020 - August 2020 · 1 mo
Investacorp, INC.Broker
November 2018 - July 2020 · 1 yr 8 mos
MML Investors Services, LLCBroker
January 2017 - November 2018 · 1 yr 10 mos
Msi Financial Services, INC.Broker
March 2008 - February 2017 · 8 yrs 11 mos
American Express Financial Advisors INC.Broker
July 2001 - January 2002 · 6 mos
Ids Life Insurance CompanyBroker
July 2001 - January 2002 · 6 mos
First Union Securities, INC.Broker
April 2001 - May 2001 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - February 2001 · 5 mos
Gunnallen Financial, INCBroker
October 1998 - July 2000 · 1 yr 9 mos
State Registrations2 states
ALFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amir Lauber - Financial Advisor | TrueAdvisor