David Laut Email & Phone Number
Co-Founder @ The David Laut Show
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David Laut Location
- Sacramento, CA, US
David Laut Work
- 2026 -now Co-Founder @
- 2016 -now Founder, Chief Investment Officer, CFP® @
- 2012 -2016 Vice President, Investment and Planning Solutions @
- 2011 -2012 Advisory Consultant @
- 2007 -2010 Financial Advisor @
- 2006 -2007 Client Services Representative @
David Laut Education
- University of Maryland - Robert H. Smith School of Business
B.S. (General Business Administration)
2003-2007
David Laut Skills
- Wealth Management
- Mutual Funds
- Asset Allocation
- Investments
- Investment Advisory
- Portfolio Management
- Financial Advisory
- Securities
- Investment Strategies
- Alternative Investments
- Retirement Planning
- Financial Planning
- ETFs
- Separately Managed Accounts
- Unified Managed Accounts
- Retirement
- Strategic Financial Planning
- Series 7
- Financial Services
- Trading
- Leadership
- International Trade
- Purchasing
- Economics
- Policy Analysis
- Sales
- Legislative Relations
- Government
- International Relations
- Public Policy
- Microsoft Word
- Program Management
- Legal Research
- Policy
- Community Outreach
- Customer Service
- Project Management
- Research
- Politics
- Analysis
David Laut Summary
- David Laut, based in Sacramento, CA, US, is currently a Co-Founder at The David Laut Show. David Laut brings experience from previous roles at KERUX, LPL Financial and UBS Wealth Management. David Laut holds a 2003 - 2007 B.S. in General Business Administration @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Wealth Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory and more. David Laut has 2 emails and 1 mobile phone numbers on RocketReach.
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