Lauren Drapeau (CRD# 4583713) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Rocky Hill, CT and has over 21 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Distributors Inc. | Rocky Hill, CT | Jan 2022 - Current | 2 |
| Concourse Financial Group Securities Inc. | Rocky Hill, CT | Jul 2021 - Current | 2 |
| Protective Life Insurance Company | Rocky Hill, CT | Jul 2021 - Current | 2 |
| Unemployed | Rocky Hill, CT | Apr 2021 - Jul 2021 | < 1 |
| Genworth Financial | Richmond, VA | Jan 2018 - Mar 2021 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2015 - Jan 2018 | 2 |
| Massachussetts Mutual Life Insurance Company | Springfield, MA | Feb 2014 - Jun 2015 | 1 |
| Mml Distributors LLC | Rocky Hill, CT | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- CT
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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