Lauren Conlon (CRD# 6664810) is an Investment Advisor Representative working at Morgan Stanley in Palm Beach, FL and has over 5 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Palm Beach, FL | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington, DC | Jul 2017 - Sep 2022 | 5 |
| Unemployed | Arlington, VA | May 2017 - Jun 2017 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2013 - May 2017 | 3 |
| Merrill Lynch | Lynchburg & Roanoke, VA | Jun 2016 - Aug 2016 | < 1 |
| Food Lion | Forest, VA | Sep 2015 - Aug 2016 | < 1 |
| Uva Community Credit Union | Charlottesville, VA | May 2015 - Aug 2015 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2014 - May 2015 | < 1 |
| Dicks Sporting Goods | Charlottesville, VA | Nov 2014 - Jan 2015 | < 1 |
| Panera Bread | Charlottesville & Lynchburg, VA | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- FL
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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