Advisors at this firm
Lawrence L
CFP®, CFA®, Series 63, Series 65
Carlsbad, CA
Coronado Investment Advisors, LLC
Lawrence Ladd is a CFP® and CFA® with 12 years of industry experience, currently serving at Coronado Investment Advisors, LLC since 2016. His prior roles include positions at Zeiders Enterprises, My Secure Advantage, and Magellan Federal. He also works as a financial counselor for military service members through Magellan Financial. Coronado Investment Advisors serves a select group of clients including individuals, families, trusts, corporations, endowments, foundations, and government agencies, offering discretionary portfolio management tailored to each engagement. The firm employs an adaptive investment approach based on long-term asset-class return expectations and combines fundamental, probabilistic, and technical analysis with a range of strategies from conservative to highly speculative.
Brady B
CFP®, Series 66
Carlsbad, CA
Coronado Investment Advisors, LLC
Brady Boyd is a CFP® with 18 years of industry experience, currently serving as an advisor at Coronado Investment Advisors, LLC since 2016. He holds the Series 66 designation and is based in Carlsbad, CA. Outside of his advisory role, Boyd is the managing member of a Kidokinetics franchise in San Diego, overseeing youth sports and recreation programs. Coronado Investment Advisors provides discretionary portfolio management and investment advisory services to individuals, families, trusts, corporations, endowments, foundations, and government agencies. The firm employs an adaptive investment approach with a focus on fundamental valuation and probabilistic analysis, offering a range of strategies from conservative to highly aggressive, and operates on a fee-only basis without taking custody of client assets.