Lauren DesantoCRD Number: 6225190
Current Firm: Independent Financial Partners
Lauren Desanto (CRD# 6225190) is an Investment Advisor Representative working at Independent Financial Partners in Northbrook, IL and has over 3 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Lpl Financial LLC||Northbrook, IL||Sep 2013 - Current||3|
|Independent Financial Partners||Northbrook, IL||Sep 2013 - Current||3|
|Zimmerman Wealth Management||Evanston, IL||Apr 2013 - Sep 2013||< 1|
|Unemployed/ Stay At Home Mom||Evanston, IL||Feb 2013 - Mar 2013||< 1|
|Vennwell LLC||Lake Forest, IL||Jun 2012 - Jan 2013||< 1|
|Morningstar||Chicago, IL||Aug 2007 - Jun 2012||4|
|Morningstar||Evanston, IL||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management4,348MILLIONS
Total Number of Accounts24,542ACCOUNTS
Average Account Value$177,153
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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