Lauren SaganCRD Number: 5997547
Current Firm: First Allied Advisory Services, Inc.
Lauren Sagan (CRD# 5997547) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Redwood Shores, CA and has over 3 years of experience in the finance industry. Lauren Sagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Mckinley Financial Group||Redwood Shores, CA||Nov 2011 - Current||6|
|Connor Hastings, Inc.||Redwood Shores, CA||May 2011 - Nov 2011||< 1|
|Kkr||Menlo Park, CA||Oct 2007 - May 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management4,543MILLIONS
Total Number of Accounts23,384ACCOUNTS
Average Account Value$194,276
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY