Louis Dagen

from Auspicious Financial Planning, LLC
SEC regulated
Regulated Investment Advisor
Louis Dagen is a financial advisor based in California, San Ramon, with 33 years of experience. Louis currently works for Auspicious Financial Planning, LLC. Louis maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Louis Dagen works at Auspicious Financial Planning, LLC
Auspicious Financial Planning, LLC is a financial advisory firm based in San Ramon, California. It currently has approximately $210,000,000 of assets under management and employs about 2 people. Auspicious Financial Planning, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
and a percentage of assets under your management
Office location
2603 Camino Ramon, Suite 200, San Ramon, California, 94583

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