Laurel Beth Mann

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2020
  Purus Wealth Management
  Newport Beach, CA
• 06/2020 → 03/2022
  Adviceperiod, Llc
  Los Angeles, CA
• 03/2022 → Present
  Mariner Platform Solutions
  Los Angeles, CA
• 03/2022 → Present
  Reach For More, Llc
  Los Angeles, CA

Previous Registrations

• 2020-06-23 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA
• 2016-02-16 → 2020-07-20
  Purus Wealth Management, Llc
  Newport Beach, CA
• 2001-12-24 → 2016-02-25
  Waddell & Reed
  Irvine, CA
  Costa Mesa, CA

Other Businesses

REACH FOR MORE, LLC; NON-INVESTMENT RELATED; LLC WAS CREATED TO RECEIVE 1099 INCOME FROM MARINER PLATFORM; START DATE 02/2022; LESS THAN 1 HOUR A MONTH AND DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-07

Designations

• Certified Financial Planner

Other Names

• Laurel Mann