Lauren Pearson, financial advisor Birmingham AL
103 score

Lauren Pearson

CRD Number: 5422273
Current Firm: Hightower Advisors, LLC
Compensation Model: Both

Lauren Pearson (CRD# 5422273) Lauren Pearson is Managing Director and Partner of HighTower Twickenham in Birmingham, AL. Lauren is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. 

 

Lauren Pearson is a Managing Director and Partner of HighTower Twickenham. With nearly a decade of experience in financial services, Lauren specializes in the development of custom, goals-oriented wealth management and investment strategies. Lauren leads HighTower Twickenham’s Birmingham-based Multi-Family Office, which caters to families’ distinctive needs with services marked by a “white-glove” experience and an emphasis on confidentiality. She assists clients and their families with personal financial planning, charitable gifting strategies, and family governance and education. Prior to HighTower, Lauren served as a Financial Advisor at Merrill Lynch, where she focused on risk management, portfolio development, retirement planning, and wealth preservation and intergenerational wealth transfer strategies.

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Professional Designations
Company Name Location Dates Years
HighTower Twickenham Birmingham, AL Jun 2016 - Current < 1
Bank Of America, N.a. Birmingham, AL Nov 2009 - Jun 2016 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alabama, AL Sep 2007 - Jun 2016 8
Time Warner Media Hilton Head Island, SC Apr 2007 - Sep 2007 < 1
City Business Journals Network Arlington, VA May 2005 - Apr 2007 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Nov 2007
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Lauren S. Pearson
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

Firm Disclaimer:

Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
Copyright ©2016 HighTower

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BADGES
103
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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