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Allan Laufer

23 Years of Experience
Ft Lauderdale, FL

Allan Laufer is a registered investment advisor at A.E. Laufer Financial Services, INC., based in Ft Lauderdale, FL, with 23 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 10 clients with $9.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$9.8M
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Location

1451 W Cypress Creek Rd, Suite 300, Ft Lauderdale, FL, 33309

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
A.E. Laufer Financial Services, INC.
September 2002 - Present · 23 yrs 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.