Lauren PolsgroveCRD Number: 3178024
Current Firm: Cutter & Company, Inc.
Lauren Polsgrove (CRD# 3178024) is an Investment Advisor Representative working at Cutter & Company, Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Saleeby And Associates||St. Louis, MO||Apr 2014 - Current||3|
|Cutter & Company Brokerage, Inc.||Ballwin, MO||Apr 2014 - Current||3|
|Ameriprise Financial Services, Inc.||Chesterfield, MO||May 2013 - Apr 2014||< 1|
|Larson Financial Group, LLC||St. Louis, MO||Dec 2012 - May 2013||< 1|
|Larson Financial Securities, LLC||St. Louis, MO||Dec 2012 - May 2013||< 1|
|Ameriprise Financial Services, Inc.||Louisville, KY||Aug 2011 - Dec 2012||1|
|Center Street Securities||Nashville, TN||Feb 2011 - Aug 2011||< 1|
|Hilliard Lyons||Louisville, KY||Aug 2006 - Jan 2011||4|
|Golden Brands||Louisville, KY||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management563MILLIONS
Total Number of Accounts2,100ACCOUNTS
Average Account Value$267,908
- 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
- Selection of other advisers (including private fund managers)
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