Lauren PearsonCRD 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.
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
The Welch Group, LLC
|HighTower Twickenham||Birmingham, AL||Jun 2016 - Current||2|
|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|
Total Assets Under Management30,200MILLIONS
Total Number of Accounts75,926ACCOUNTS
Average Account Value$397,750
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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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