Lauren Voeller, financial advisor Mount Dora FL
89 score

Lauren Voeller

CRD Number: 6282962
Current Firm: Wells Fargo Advisors, LLC

Lauren Voeller (CRD# 6282962) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mount Dora, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Reading, PA Feb 2010 - Current 6
Unemployed Lititz, PA Jan 2010 - Feb 2010 < 1
Briarimill Pharmacy Brick, NJ Aug 1998 - Dec 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Lauren M. Voeller
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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

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

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