Lauren Lindhorst, financial advisor Swansea IL

Lauren Lindhorst

CRD Number: 7058372
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lauren Lindhorst (CRD# 7058372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Swansea, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Swansea, IL Dec 2018 - Current 4
Kozeny & Mccubbin Lc St. Louis, MO May 2010 - Dec 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Lauren Lindhorst
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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