Lauren Alexander-Vasquez (CRD# 7069701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Mission Viejo, CA | Aug 2020 - Current | 3 |
| Charles Schwab Bank, Ssb | Mission Viejo, CA | Aug 2020 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Feb 2019 - Aug 2020 | 1 |
| Axa Advisors, LLC | New York, NY | Feb 2019 - Jun 2020 | 1 |
| Select Quote Insurance Services | San Francisco, CA | Mar 2017 - Jan 2019 | 1 |
| Harden Communications Partners LLC | Oakland, CA | Aug 2016 - Mar 2017 | < 1 |
| Extended Travel | Siem Riep, | May 2016 - Aug 2016 | < 1 |
| Chapman University | Orange, CA | Aug 2012 - May 2016 | 3 |
| Textron Specialized Vehicles: Millenworks | Tustin, CA | May 2015 - Dec 2015 | < 1 |
| Nordstrom | Costa Mesa, CA | Jun 2015 - Aug 2015 | < 1 |
| Chapman University | Orange, CA | Sep 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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