Lauren Vogel, financial advisor Decatur GA
83 score

Lauren Vogel

CRD Number: 2973382
Current Firm: Wells Fargo Advisors, LLC

Lauren Vogel (CRD# 2973382) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Decatur, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Tucker, GA May 2009 - Current 7
Ameriprise Financial Services Inc. Duluth, GA Nov 2013 - Nov 2013 < 1
Wachovia Securities, LLC Tucker, GA Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lauren M. Vogel
Phone Number: 314-875-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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

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BADGES
83

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