Lauren Tullos (CRD# 7497364) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trust Advisory Group Ltd. | Woburn, MA | Feb 2023 - Current | 1 |
| Ages Financial Services, Ltd | Woburn, MA | Jan 2022 - Current | 2 |
| Lewis Financial Services | Haverhill, MA | Jan 2022 - Current | 2 |
| Instacart | Haverhill, MA | Nov 2021 - Nov 2022 | 1 |
| Empath | Brighton, MA | Jan 2021 - Aug 2021 | < 1 |
| Datarobot | Boston, MA | Aug 2019 - Jan 2021 | 1 |
| Unemployed | Haverhill, MA | May 2019 - Aug 2019 | < 1 |
| Michael Page | Beverly Hills, CA | Apr 2019 - May 2019 | < 1 |
| Smartsheet | Boston, MA | Nov 2017 - Feb 2019 | 1 |
| Quinn Pr | New York, NY | Jun 2017 - Oct 2017 | < 1 |
| Unemployed | New York, NY | Apr 2017 - Jun 2017 | < 1 |
| Edlman Pr | New York, NY | Jan 2017 - Mar 2017 | < 1 |
| Quinn Pr | New York, NY | Sep 2016 - Dec 2016 | < 1 |
| Unemployed | Haverhill, MA | May 2016 - Sep 2016 | < 1 |
| Emerson College | Boston, MA | Sep 2015 - May 2016 | < 1 |
| Crystal Lakes Golf Course | Haverhill, MA | May 2014 - Sep 2015 | 1 |
| Hollister Company | Salem, MA | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- FL
- MA
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Total Assets Under Management560MILLIONS
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Total Number of Accounts2,056ACCOUNTS
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Average Account Value$272,554
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA
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