Lauren McCarroll, financial advisor Lone Tree CO
89 score

Lauren McCarroll

CRD Number: 6186862
Current Firm: Charles Schwab Investment Advisory, Inc.

Lauren McCarroll (CRD# 6186862) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cs Investment Advisory, Inc. Lone Tree, CO Sep 2014 - Current 2
Wells Fargo Advisors LLC Centennial, CO Apr 2013 - Sep 2014 1
Wells Fargo Bank Na Centennial, CO Apr 2008 - Sep 2014 6
Citizen's Bank Burlington, VT Jun 2005 - Apr 2008 2
University Of Colorado Boulder, CO May 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Lauren N. McCarroll
Phone Number: 415-667-1910
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    25,500
    MILLIONS
  • Total Number of Accounts
    202,262
    ACCOUNTS
  • Average Account Value
    $126,074
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, DE, IN

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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