Siegfreid Lauren, financial advisor Chapel Hill NC
88 score

Siegfreid Lauren

CRD Number: 5535325
Current Firm: Advice And Planning Services

Siegfreid Lauren (CRD# 5535325) is an Investment Advisor Representative working at Advice And Planning Services in Chapel Hill, NC and has over 2 years of experience in the finance industry.

Similar Advisors
Marc Becker, financial advisor Chapel Hill NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Nicholas Pino, financial advisor Chapel Hill NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Chapel Hill NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Company Name Location Dates Years
Tiaa Chapel Hill, NC May 2016 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Chapel Hill, NC May 2016 - Current < 1
Wells Fargo Advisors, LLC Summerville, SC Sep 2014 - May 2016 1
Wells Fargo Bank, Na Summerville, SC Sep 2014 - May 2016 1
J.p. Morgan Securities LLC Columbus, OH Oct 2012 - Jun 2014 1
Jpmorgan Chase Bank Columbus, OH Aug 2010 - Jun 2014 3
Chase Investment Services Corp Columbus, OH Oct 2011 - Oct 2012 1
Unemployed Columbus, OH Jun 2010 - Jul 2010 < 1
Columbus Chamber Of Commerce Columbus, OH Jan 2010 - May 2010 < 1
Capital University Columbus, OH Jan 2008 - May 2010 2
Chase Home Finance Columbus, OH Jun 2008 - Sep 2008 < 1
Ubs Columbus, OH Mar 2008 - May 2008 < 1
Unemployed Durham, NC Oct 2007 - Dec 2007 < 1
Sears Holding Corp Wilmington, OH Sep 2006 - Sep 2007 1
University Of North Carolina Greensboro Greensboro, NC Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Siegfreid B. Lauren
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Ready to hire a financial advisor? Get competitive proposals from Siegfreid Lauren and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.