Lauren White, financial advisor Jackson MS

Lauren White

CRD Number: 6585759
Current Firm: Changepath, LLC

Lauren White (CRD# 6585759) is an Investment Advisor Representative working at Changepath, LLC in Jackson, MS and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Change Path, LLC Leawood, KS Mar 2019 - Current 2
American Seniors Benefit, Inc. Jackson, MS Mar 2019 - Current 2
Senior Benefit Services Of Ms, LLC Brandon, MS May 2014 - Current 7
Chloe And Isabel New York, NY Aug 2014 - Dec 2019 5
Client One Securities, LLC Brandon, MS Jan 2016 - Nov 2016 < 1
Blue Cross Blue Shield Of Ms Flowood, MS Sep 2011 - Apr 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Lauren J. White
Phone Number: (888) 798-2360
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    1,972
    MILLIONS
  • Total Number of Accounts
    12,030
    ACCOUNTS
  • Average Account Value
    $163,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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