Lauren Spigelmyer (CRD# 6592888) is an Investment Advisor Representative working at Pnc Investments in State College, PA and has over 6 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Pnc Investments | Pittsburgh, PA | Nov 2018 - Current | 5 |
Pnc Bank | State College, PA | Nov 2017 - Nov 2018 | 1 |
Pnc Investments | Pittsburgh, PA | Nov 2017 - Nov 2018 | 1 |
Pnc Investments | Pittsburgh, PA | Aug 2017 - Nov 2017 | < 1 |
Pnc Bank | State College, PA | Sep 2014 - Nov 2017 | 3 |
Pnc Investments LLC | State College, PA | Dec 2015 - Aug 2016 | < 1 |
Texas Roadhouse | State College, PA | Sep 2013 - Nov 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2017 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- PA
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- 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)
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
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.