Lauren Rudd, financial advisor Sarasota FL

Lauren Rudd

CRD Number: 1730565
Current Firm: Raymond James & Associates, Inc.

Lauren Rudd (CRD# 1730565) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sarasota, FL and has over 13 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Raymond James & Associates Inc. Sarasota, FL Sep 2020 - Current 3
Rudd International, Inc. Sarasota, FL Jan 2012 - Current 12
Savannah Capital Management Sarasota, FL Mar 1996 - Current 28
Raymond James & Associates Inc. Sarasota, FL Aug 2020 - Aug 2020 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2010
S63 Uniform Securities State Law Examination Dec 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lauren Rudd
Phone Number: 727-567-1000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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