Lauren Podnos (CRD# 5959814) is an Investment Advisor Representative working at Wealth Care LLC in Austin, TX and has over 9 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Care LLC | Austin, TX | Nov 2021 - Current | 2 |
| Wealth Care LLC | Merritt Island, FL | Oct 2017 - Nov 2021 | 4 |
| Schnall Advisory Services, Inc. | New York, NY | Feb 2018 - Mar 2018 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | New York, NY | Sep 2016 - Sep 2017 | 1 |
| Fidelity Brokerage Services LLC | New York, NY | Jul 2015 - Aug 2016 | 1 |
| Learnvest Inc. | New York, NY | Sep 2014 - Jul 2015 | < 1 |
| Joel Isaacson & Company LLC | New York, NY | Aug 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- FL
- TX
-
Total Assets Under Management516MILLIONS
-
Total Number of Accounts872ACCOUNTS
-
Average Account Value$591,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, NE, TX
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