Lauren WestCRD Number: 5777997
Current Firm: First Republic Investment Management, Inc.
Lauren West (CRD# 5777997) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry. Lauren West 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|First Republic Securities Company, LLC||San Francisco, CA||Mar 2016 - Current||6|
|First Republic Investment Management, Inc.||San Francisco, CA||Mar 2016 - Current||6|
|J.p. Morgan Securities LLC||San Rafael, CA||Oct 2012 - Mar 2016||3|
|Jpmorgan Chase Bank Na||Martinez, CA||Apr 2010 - Mar 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
Total Assets Under Management136,819MILLIONS
Total Number of Accounts66,919ACCOUNTS
Average Account Value$2,044,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, VI, VT, WA, WI, WV, WY
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