BL
Bruce J. Lagnese
LPM ADVISORS
Encino, CA 91436
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CRD#: 5841519
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Professional summary
Bruce James Lagnese is a registered financial advisor currently at LPM ADVISORS, LLC located in Encino, California.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bruce has worked at 1 firm and has passed the Series 65 exam.
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.
LAGNESE, PEYROT & MUCCI, INC.--NOT AN INVESTMENT RELATED BUSINESS--5750 WILSHIRE BLVD #580, LOS ANGELES, CA 90036--ACCOUNTING/BUSINESS MANAGEMENT--PRESIDENT SINCE 7/21/03--135 HOURS/MONTH--80 HOURS/MONTH DURING TRADING HOURS--DUTIES: ACCOUNTING & BILL PAYMENT SERVICES INCLUDING PREPARATION OF INCOME TAX RETURNS.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce James Lagnese'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
May 24, 2011 - Present
LPM ADVISORS, LLC
Office #1: 16027 Ventura Blvd, Encino, CA 91436RIA
CRD#: 156192
Encino, 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(5/24/2011)
Current Firm
LA
LPM ADVISORS, LLC
LPM ADVISORS, LLC
CRD#: 156192 / SEC#:
California
Registered Investment Advisory firm - (5/24/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16027 Ventura Blvd Suite 301, Encino, CA 91436
Mailing Address
Phone number
(818) 285-0400
Established
Firm type
Fiscal year end
# of Employees
2
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2023 | ||
| 01/03/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
