THE ADVISOR LAB
Filed: April 7, 2009
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities…
Owned by: The Advisor Lab, LLC
Serial Number: 77708897
THE ADVISOR LAB
Filed: April 9, 2009
Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment…
Owned by: The Advisor Lab, LLC
Serial Number: 77710644
EFFICIENCY GAP
Advice relating to investments; Financial planning and investment advisory services
Owned by: The Advisor Lab, LLC
Serial Number: 77819058
PLANFINDER
Filed: October 3, 2013
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082113
RETIREMENT PLAN DIAGNOSTIC
Filed: October 3, 2013
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082120
RETIREMENT PLAN EFFICIENCY ANALYSIS
Filed: October 3, 2013
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082125
PORTFOLIO EFFICIENCY ANALYSIS
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales…
Owned by: The Advisor Lab, LLC
Serial Number: 86082136
RETIREONTIME
Computer program that analyzes current investments, savings and income against historic returns and projected income and…
Owned by: The Advisor Lab, LLC
Serial Number: 86085427
THE ADVISOR LAB 401(K) TOOLKIT
Providing a website featuring financial information and reports to assist financial advisors in identifying, benchmarking…
Owned by: The Advisor Lab, LLC
Serial Number: 86133556
THE ADVISOR LAB 401(K) TOOLKIT
Providing a website featuring financial information and reports to assist financial advisors in identifying, benchmarking…
Owned by: The Advisor Lab, LLC
Serial Number: 87540133
ADVISORLAB
Filed: June 7, 2021
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities…
Owned by: The Advisor Lab, LLC
Serial Number: 90758735
