Lauren Macdonald (CRD# 7833653) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2208417
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Securities, LLC | Vienna, VA | Jan 2024 - Current | < 1 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna, VA | Nov 2023 - Current | < 1 |
| Unemployed | Dedham, MA | May 2023 - Nov 2023 | < 1 |
| Babson College | Wellesley, MA | Aug 2019 - May 2023 | 3 |
| Reliable Respiratory | Norwood, MA | May 2022 - Aug 2022 | < 1 |
| Your Cbd Store | Needham, MA | May 2021 - Aug 2021 | < 1 |
| Unemployed | Westwood, MA | May 2019 - Aug 2019 | < 1 |
| The Noble & Greenough School | Dedham, MA | Sep 2015 - May 2019 | 3 |
| Thurston Middle School | Wertwood, MA | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2024 |
- VA
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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