Michael Laine

ALTRUIST ADVISORS

El Segundo, CA 90245

CRD#: 1244072

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Professional summary

Michael Laine, CFP® is a registered financial advisor currently at ALTRUIST ADVISORS LLC located in El Segundo, California and PURSHE KAPLAN STERLING INVESTMENTS located in El Segundo, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Tax Planning

Insurance Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Laine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

June 17, 2026 - Present

ALTRUIST ADVISORS LLC

Office #1: 126 Lomita St, El Segundo, CA 90245

RIA

CRD#: 340784

El Segundo, CA

Current

April 10, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 126 Lomita St., El Segundo, CA 90245Office #2: 80 State Street, Albany, NY 12207

CRD#: 35747

El Segundo, CA

Past

April 10, 2026 - June 15, 2026

PKS ADVISORY SERVICES, LLC

RIA

CRD#: 125648

ALBANY, NY

Past

September 8, 2009 - May 5, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

EL SEGUNDO, CA

Past

September 8, 2009 - May 5, 2026

LPL FINANCIAL LLC

CRD#: 6413

EL SEGUNDO, CA

Past

April 29, 2003 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

CULVER CITY, CA

Past

November 3, 1999 - November 4, 1999

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

July 8, 1997 - October 13, 2009

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

CULVER CITY, CA

Past

May 11, 1984 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

CULVER CITY, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/10/2026)

California
(4/10/2026)

IAR

California
(6/17/2026)

Florida
(4/10/2026)

Georgia
(4/10/2026)

Illinois
(5/7/2026)

Nevada
(4/10/2026)

North Carolina
(4/10/2026)

Ohio
(4/10/2026)

Oregon
(4/10/2026)

Texas
(4/10/2026)

Washington
(4/10/2026)

Wisconsin
(4/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/6/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALTRUIST ADVISORS LLC

CRD#: 340784 / SEC#: 801-136088

RIA

Registered Investment Advisory firm - (5/26/2026 120-Day Approval)

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Contact information

Main Address

3030 S La Cienega Blvd, Culver City, CA 90232

Mailing Address

Phone number

(202) 494-0435

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTRUIST ADVISORS - BROCHURE (3/30/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael Laine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Laine's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PKS ADVISORY SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

NATIONAL PLANNING CORPORATION

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/1999

Series 63

Date: 8/15/1988

SIE

Date: 10/1/2018

Series 7

Date: 3/17/1984

Series 24

Date: 6/6/1997

FINRA

Current Firm

ALTRUIST ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALTRUIST ADVISORS LLC

TRUST BUT VERIFY

Contact information

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