Lauren RiveraCRD 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|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|
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
Total Assets Under Management140MILLIONS
Total Number of Accounts815ACCOUNTS
Average Account Value$171,411
- 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
- Pension consulting services
- Educational seminars/workshops
CA, MN, NV, TX
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