Lauren Conlon, financial advisor Boca Raton FL

Lauren Conlon

CRD 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.

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Company Name Location Dates Years
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 &amp; 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 &amp; 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
Contact Info for Lauren M. Conlon
Phone Number: 800-637-7455
Registered State(s):
  • DC
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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