Lauren Pearson, financial advisor Birmingham AL

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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Company Name Location Dates Years
Hightower Advisors, LLC Birmingham, AL Jun 2016 - Current 7
Hightower Securities, LLC Birmingham, AL Jun 2016 - Current 7
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Lauren S. Pearson
By the Numbers
  • Total Assets Under Management
    105,230
    MILLIONS
  • Total Number of Accounts
    144,757
    ACCOUNTS
  • Average Account Value
    $726,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
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, WY

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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