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Allan E. Laufer
A.E. LAUFER FINANCIAL SERVICES
Ft Lauderdale, FL 33309
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CRD#: 5228040
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Professional summary
Allan E. Laufer is a registered financial advisor currently at A.E. LAUFER FINANCIAL SERVICES, INC. located in Ft Lauderdale, Florida.
Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Allan has worked at 1 firm .
Question & Answer
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.
ALLAN E. LAUFER, P.A. - CERTIFIED PUBLIC ACCOUNTANT, NOT INVESTMENT RELATED
1451 W. CYPRESS CREEK RD. #300, FT. LAUDERDALE, FL 33309 - PUBLIC ACCOUNTING, PRESIDENT - 7.5 HOURS PER DAY
CRS (Client Relationship Summary) - RIA
Click below to view Allan E. Laufer'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®
NoneExperience
Current
September 6, 2002 - Present
A.E. LAUFER FINANCIAL SERVICES, INC.
Office #1: 1451 W Cypress Creek Rd Suite 300, Ft Lauderdale, FL 33309RIA
CRD#: 141921
Ft Lauderdale, 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
Florida(9/6/2002)
Exams
Current Firm
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A.E. LAUFER FINANCIAL SERVICES, INC.
A.E. LAUFER FINANCIAL SERVICES, INC.
CRD#: 141921 / SEC#:
Florida
Registered Investment Advisory firm - (9/6/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1451 W Cypress Creek Rd Suite 300, Ft Lauderdale, FL 33309
Mailing Address
Phone number
(954) 334-5812
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 9,286,871 |
Red Flags
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Company Information
A.E. LAUFER FINANCIAL SERVICES, INC.
CRD#: 141921Ft Lauderdale, FL 33309TRUST BUT VERIFY
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