Lauren Huntsman (CRD# 6787676) is an Investment Advisor Representative working at Lpl Financial LLC in Chandler, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Chandler, AZ | Nov 2018 - Current | 5 |
| Securian Financial Services Inc. | St Paul, MN | Aug 2018 - Nov 2018 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Aug 2018 - Nov 2018 | < 1 |
| Cri Securities Inc. | St Paul, MN | Aug 2018 - Nov 2018 | < 1 |
| North Star Resource Group | St Paul, MN | Aug 2018 - Nov 2018 | < 1 |
| North Star Resource Group | Phoenix, AZ | Jun 2018 - Aug 2018 | < 1 |
| Financial Design Group | Toledo, OH | Feb 2018 - May 2018 | < 1 |
| Finders Records | Bowling Green, OH | Aug 2015 - May 2018 | 2 |
| Bowling Green State University | Bowling Green, OH | Aug 2014 - May 2018 | 3 |
| Financial Design Group | Toledo, OH | Jun 2017 - Aug 2017 | < 1 |
| Aerie | Toledo, OH | May 2015 - Jul 2015 | < 1 |
| Unemployed/summer Break Before College | Sylvania, OH | Jul 2014 - Jul 2014 | < 1 |
| Sylvania Southview High School | Sylvania, OH | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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, VI, VT, WA, WI, WV, WY
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