Lauren Dalton, financial advisor Pocatello ID

Lauren Dalton

CRD Number: 6485147
Current Firm: Sanctuary Wealth Management, LLC

Lauren Dalton (CRD# 6485147) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 6 years of experience in the finance industry.

Similar Advisors
Richard Almond, financial advisor Pocatello ID
Richard D. Almond
CRD# 733613
Arbor Point Advisors
Similar Advisors
Michael Anderson, financial advisor Pocatello ID
Michael R. Anderson
CRD# 4361206
Edward Jones
Similar Advisors
Nathan Anderson, financial advisor Pocatello ID
Nathan P. Anderson
CRD# 5226639
Edward Jones
Company Name Location Dates Years
Kalos Capital Alpharetta, GA Aug 2016 - Current 7
Sanctuary Wealth Management Pocatello, ID Apr 2015 - Current 9
Artsign Design Boise, ID Mar 2014 - Mar 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Lauren M. Dalton
Phone Number: 208-233-0080
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $414,085
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, ID, MT, NV, TX, UT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.