Lauren Rich, financial advisor Houston TX
96 score

Lauren Rich

CRD Number: 5581926
Current Firm: Linscomb & Williams

Lauren Rich (CRD# 5581926) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 6 years of experience in the finance industry. Lauren Rich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Linscomb & Williams Houston, TX Feb 2011 - Current 6
Monroe Vos Consulting Group, Inc, Houston, TX Jun 2010 - Feb 2011 < 1
Mv Securities Group, Inc. Houston, TX Oct 2009 - Feb 2011 1
Monroe Vos Consulting Group, Inc. Houston, TX Jul 2008 - Jun 2010 1
Mv Securities Group, Inc. Houston, TX Jul 2008 - Oct 2009 1
Administaff Houston, TX Jul 2008 - Sep 2009 1
Chili's Pearland, TX Apr 2008 - Jun 2008 < 1
Unemployed Pearland, TX Mar 2008 - Apr 2008 < 1
W Building & Design Austin, TX Jul 2007 - Mar 2008 < 1
The University Of Texas Austin, TX Aug 2003 - Dec 2007 4
Afm Mortgage Bankers Austin, TX Jan 2007 - May 2007 < 1
Capitol Chevrolet Austin, TX Aug 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Lauren J. Rich
Phone Number: 713-840-1000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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