Lauren Huntsman, financial advisor Chandler AZ

Lauren Huntsman

CRD Number: 6787676
Current Firm: Lpl Financial LLC

Lauren Huntsman (CRD# 6787676) is an Investment Advisor Representative working at Lpl Financial LLC in Chandler, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Chandler, AZ Nov 2018 - Current 2
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
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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
Contact Info for Lauren A. Huntsman
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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