Lauren EdwardsCRD Number: 6415637
Current Firm: Adhesion Wealth Advisor Solutions
Lauren Edwards (CRD# 6415637) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has 1 year of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Adhesion Wealth Advisor Solutions||Charlotte, NC||Sep 2014 - Current||2|
|The Garretson Resolution Group||Charlotte, NC||May 2014 - Sep 2014||< 1|
|Willson Jones Carter & Baxley, P.a.||Charlotte, NC||Feb 2012 - May 2014||2|
|Maggianos Little Italy||Charlotte, NC||Mar 2011 - Feb 2012||< 1|
|The Law Office Of Charles L. Morgan, Jr.||Charlotte, NC||Aug 2011 - Dec 2011||< 1|
|Central Piedmont Community College||Charlotte, NC||Oct 2008 - Dec 2011||3|
|Mid-atlantic Title And Appraisal||Charlotte, NC||Jan 2007 - Oct 2008||1|
|Red Lobster||Charlotte, NC||Aug 2006 - Jan 2007||< 1|
|Southend Brewery||Charlotte, NC||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management2,346MILLIONS
Total Number of Accounts11,052ACCOUNTS
Average Account Value$212,281
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, MO, NC, NE, NJ, NY, OH, OR, PA, RI, SC, TX, VA
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.