Bryan Lee Laubaugh
ChFC®, CLU®Professional Summary
Bryan Lee Laubaugh, ChFC®, CLU® is a registered financial advisor currently at R&B FINANCIAL CONSULTANTS located in Wadsworth, Ohio and OSAIC WEALTH, INC. located in Wadsworth, Ohio. Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Bryan has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
Credentials
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
Current Firm
LAUBAUGH, BRYAN LEE | R&B FINANCIAL CONSULTANTS | OSAIC WEALTH, INC
Contact Information
Main Address
224 Quadral Dr. Suite A, Wadsworth, OH 44281Mailing Address
224 Quadral Dr. Suite A, Wadsworth, OH 44281Phone Number
(330) 334-7000# of Employees
2Documents
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
State Registrations and Notice Filings
(11/3/2023)
(11/3/2023)
(11/3/2023)
(11/3/2023)
(11/3/2023)
(11/3/2023)
(11/3/2023)
(6/13/2024)
(12/6/2006)
(11/3/2023)
(11/3/2023)
(11/3/2023)
(5/13/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Lee Laubaugh's CRS (Customer Relationship Summary).
Similar Advisors
RAYMOND JAMES FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FALCON WEALTH PLANNING, LLC
VERTEX PARTNERS