Lauren WayCRD Number: 6738143
Current Firm: Fidelity Personal And Workplace Advisors
Lauren Way (CRD# 6738143) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 2 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Fidelity Investments||Atlanta, GA||Jul 2020 - Current||1|
|Vision Financial Group||Rincon, GA||Dec 2016 - Jul 2020||3|
|Georgia Southern University||Statesboro, GA||Jan 2016 - Dec 2017||1|
|Tails Spin Pet Food||Pooler, GA||May 2015 - Nov 2016||1|
|Kennesaw State University||Kennesaw, GA||Aug 2014 - Dec 2015||1|
|Ymca||Rincon, GA||May 2013 - Aug 2014||1|
|Effingham County High||Springfield, GA||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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