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.

Similar Advisors
J. Harold Williams, CPA/PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA/PFS, CFP®
CRD# 860333
Linscomb & Williams
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Professional Designations
Company Name Location Dates Years
Linscomb & Williams Houston, TX Feb 2011 - Current 5
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


Ready to hire a financial advisor? Get competitive proposals from Lauren Rich and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.