Lauren Dicola (CRD# 6418995) is an Investment Advisor Representative working at Certuity, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Certuity, LLC | North Palm Beach, FL | Apr 2023 - Current | 1 |
| Unemployed/personal Time Off | Chicago, IL | May 2022 - Apr 2023 | < 1 |
| Aon | Chicago, IL | Jan 2021 - Apr 2022 | 1 |
| Rvk | Chicago, IL | May 2018 - Dec 2020 | 2 |
| Ubs | Chicago, IL | Apr 2017 - May 2018 | 1 |
| Willis Towers Watson | Chicago, IL | Oct 2015 - Mar 2017 | 1 |
| Unemployed | Chicago, IL | May 2015 - Sep 2015 | < 1 |
| Ernst & Young | Chicago, IL | Aug 2014 - Apr 2015 | < 1 |
| Unemployed | Chicago, IL | Jun 2014 - Jul 2014 | < 1 |
| Loyola University | Chicago, IL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- IL
-
Total Assets Under Management3,962MILLIONS
-
Total Number of Accounts3,286ACCOUNTS
-
Average Account Value$1,205,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, NJ, NY, OH, PA, TN, TX
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