Laura G. Chernov

BALANCED FINANCIAL ADVISORS

Sausalito, CA

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CRD#: 4606911

Professional summary

Laura Gorman Chernov, CFP®, who also goes by Laura Chernov, Laura Gorman Chernova, Laura Chernova, Laura Michelle Gorman, is a registered financial advisor currently at BALANCED FINANCIAL ADVISORS located in Sausalito, California.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Laura has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Chernov | Laura Gorman Chernova | Laura Chernova | Laura Michelle Gorman

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.

Laura Gorman Chernov is a Managing Director and investment adviser representative at Wealth Source.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Gorman Chernov'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®

CFP^®

RIA

CRD#: 107341

SAN FRANCISCO, 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.

Highlighted states indicate IAR registrations

IAR

California
(5/1/2024)

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.

Exams

Current Firm

BALANCED FINANCIAL ADVISORS

BALANCED FINANCIAL ADVISORS | CHERNOVA VENTURES, LLC | CHERNOVA ASSOCIATES DBA BALANCED FINANCIAL ADVISORS | CHERNOVA ASSOCIATES

CRD#: 330275 / SEC#:

California

Registered Investment Advisory firm - (5/1/2024 Approved)

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Contact information

Main Address

Sausalito, CA

Mailing Address

Phone number

(415) 686-9489

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 19,882,522

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.

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Laura G. Chernov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Gorman Chernov's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALANCED FINANCIAL ADVISORS

WEALTHSOURCE®

UNITED CAPITAL FINANCIAL ADVISORS

STANCORP INVESTMENT ADVISERS, INC.

LNW

State Registrations and Notice Filings

Exams

Current Firm

BALANCED FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BALANCED FINANCIAL ADVISORS

TRUST BUT VERIFY

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