Lauren Dwyer (CRD# 7824692) is an Investment Advisor Representative working at Strategic Family Wealth Counselors, LLC in Fairfield, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Strategic Family Wealth Counselors, LLC | Fairfield, NJ | Jul 2023 - Current | < 1 |
Strategic Family Wealth Counselors, LLC | Fairfield, NJ | Jan 2018 - Jul 2023 | 5 |
University Of Notre Dame | Notre Dame, IN | Aug 2019 - May 2023 | 3 |
Our Lady Of The Blessed Sacrament | Roseland, NJ | Jul 2018 - Dec 2022 | 4 |
Mount Saint Dominic Academy | Caldwell, NJ | Sep 2015 - Jun 2019 | 3 |
Trinity Academy | Caldwell, NJ | Sep 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NJ
-
Total Assets Under Management1,181MILLIONS
-
Total Number of Accounts3,250ACCOUNTS
-
Average Account Value$363,306
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA
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