Lauren Ledger, financial advisor Boston MA

Lauren Ledger

CRD Number: 6659087
Current Firm: Cooper Lapman Financial, LLC

Lauren Ledger (CRD# 6659087) is an Investment Advisor Representative working at Cooper Lapman Financial, LLC in Boston, MA and has over 5 years of experience in the finance industry. Lauren Ledger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cooper Lapman Financial, LLC Boston, MA May 2016 - Current 6
Arlington Eats Arlington, MA May 2014 - May 2016 2
Consulting Arlington, MA May 2008 - May 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Lauren M. Ledger
Phone Number: (617) 557-1741
Firm Website: http://cooperlapman.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    341
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $1,080,268
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MA, NE, NH, NY

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