Lauren MooreCRD Number: 6428100
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lauren Moore (CRD# 6428100) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated (||Columbus, OH||Dec 2014 - Current||7|
|Ohio Gastroenterology Group||Columbus, OH||Jun 2014 - Dec 2014||< 1|
|Paper Source||Columbus, OH||Oct 2013 - Dec 2014||1|
|Evereve||Columbus, OH||Jun 2013 - Jan 2014||< 1|
|Ohio State University Wexner Medical Center||Columbus, OH||Oct 2011 - May 2013||1|
|The Ohio State University||Columbus, OH||Sep 2009 - May 2013||3|
|The Ohio State University Wexner Medical Center||Columbus, OH||Aug 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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