Lauren ConlonCRD Number: 6664810
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lauren Conlon (CRD# 6664810) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 2 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Jul 2017 - Current||4|
|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|
|William Monroe High School||Stanardsville, VA||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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