Lauren Fortier (CRD# 6212904) is an Investment Advisor Representative working at Amara Financial, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Lauren Fortier 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amara Financial, LLC | San Francisco, CA | May 2020 - Current | 3 |
| Brio Financial Group | San Francisco, CA | Oct 2017 - May 2020 | 2 |
| Ameriprise Financial Services, Inc. | San Francisco, CA | May 2017 - Oct 2017 | < 1 |
| Unemployed | San Francisco, CA | Mar 2016 - Apr 2017 | 1 |
| T. Rowe Price | Colorado Springs, CO | Jun 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- CA
- TX
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts542ACCOUNTS
-
Average Account Value$293,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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