Laurence E. Menna

WEALTHTARGET INVESTMENT ADVISORS

BAKERSFIELD, CA 93309-4680

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CRD#: 2294278

Professional summary

Laurence Edward Menna, AIF®, CFP®, who also goes by Lawrence Edward Mena Jr, is a registered financial advisor currently at WEALTHTARGET INVESTMENT ADVISORS, LLC located in Bakersfield, California.

Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Laurence has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Retirement Income Management

Employee and Employer Plan Ben...

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Lawrence Edward Mena Jr

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 Laurence Edward Menna's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

January 1, 2003 - Present

WEALTHTARGET INVESTMENT ADVISORS, LLC

Office #1: 5500 Ming Ave Suite 335, Bakersfield, CA 93309-4680

RIA

CRD#: 124036

BAKERSFIELD, CA

Past

January 2, 2009 - January 13, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BAKERSFIELD, CA

Past

February 22, 2006 - July 21, 2006

MENNA FINANCIAL ADVISORS, LLC

RIA

CRD#: 138522

BAKERSFIELD, CA

Past

July 11, 2002 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

BAKERSFIELD, CA

Past

January 4, 1999 - January 13, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BAKERSFIELD, CA

Past

July 7, 1995 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

December 21, 1992 - November 24, 1993

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

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.

Highlighted states indicate IAR registrations

IAR

California
(1/1/2003)

IAR

Texas
(9/7/2007)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/4/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/8/1999

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/9/1999

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/1995

General Securities Principal Examination

Current Firm

WEALTHTARGET INVESTMENT ADVISORS, LLC

LIFEADVISORS, LLC | WEALTHTARGET INVESTMENT ADVISORS, LLC | MENNA CAPITAL MANAGEMENT, LLC

CRD#: 124036 / SEC#:

California

Registered Investment Advisory firm - (1/1/2003 Approved)

Texas

Registered Investment Advisory firm - (9/5/2007 Conditional Restricted)

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Contact information

Main Address

5500 Ming Ave Suite 335, Bakersfield, CA 93309-4680

Mailing Address

Phone number

(661) 837-8500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 66,242,105

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

Laurence E. Menna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurence Edward Menna's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MENNA FINANCIAL ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

ROBERT THOMAS SECURITIES, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/1995

Series 63

Date: 12/22/1992

SIE

Date: 1/13/2016

Series 7

Date: 12/17/1992

Series 53

Date: 3/8/1999

Series 4

Date: 2/9/1999

Series 24

Date: 12/29/1995

Current Firm

WEALTHTARGET INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTHTARGET INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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