Lauren Lapoint, financial advisor Baton Rouge LA
96 score

Lauren Lapoint

CRD Number: 5479844
Current Firm: Wells Fargo Advisors, LLC

Lauren Lapoint (CRD# 5479844) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Baton Rouge, LA and has over 8 years of experience in the finance industry. Lauren Lapoint has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC New Orleans, LA May 2009 - Current 7
Wachovia Securities New Orleans, LA Jan 2008 - May 2009 1
Unemployed Metairie, LA Oct 2007 - Jan 2008 < 1
The Earnest Corporation Dba Beau Chene Country Club Mandeville, LA Jul 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Lauren D. Lapoint
Phone Number: 314-875-3000
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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