Lauren Rivera, financial advisor Newport Beach CA
73 score

Lauren Rivera

CRD Number: 5436745
Current Firm: Purus Wealth Management, LLC

Lauren Rivera (CRD# 5436745) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Purus Wealth Management, LLC Newport Beach, CA Jan 2015 - Current 1
Manb, Inc. San Clemente, CA May 2010 - Current 6
Bonnie Larsen Costa Mesa, CA Jan 2011 - Jan 2015 4
Various Insurance Carriers For W&r Insurance Agencies Trabuco Canyon, CA Jan 2009 - Jan 2015 6
Waddell & Reed, Inc. Costa Mesa, CA Oct 2008 - Jan 2015 6
London International Group LLC Irvine, CA May 2010 - May 2010 < 1
James Dumbeck Costa Mesa, CA Oct 2007 - Oct 2008 1
Student Irvine, CA Sep 1990 - Jun 2008 17
Teacher Created Resources Westminster, CA Sep 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Lauren A. Rivera
Phone Number: 949-356-6330
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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