Lauren Brown, financial advisor Indianapolis IN
96 score

Lauren Brown

CRD Number: 5416058
Current Firm: Valeo Financial Advisors, LLC

Lauren Brown (CRD# 5416058) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry. Lauren Brown 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
Valeo Financial Advisors Indianapolis, IN Mar 2014 - Current 2
Ubs Financial Services Inc. New York, NY Nov 2013 - Current 3
Ubs Financial Services Inc. New York, NY Aug 2007 - Nov 2013 6
Holland Acquisitions Fort Worth, TX Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Lauren A. Brown
Phone Number: 317.218.6000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,005
    MILLIONS
  • Total Number of Accounts
    7,839
    ACCOUNTS
  • Average Account Value
    $255,833
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, NY, OH, PA, TN, TX, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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