Lauren Humphreys (CRD# 6071828) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken, NJ | Aug 2018 - Current | 5 |
| Ubs Financial Services Inc. | Wellesley, MA | May 2018 - Jul 2018 | < 1 |
| South Shore Integrated Health | Hanover, MA | Jun 2016 - Jul 2018 | 2 |
| University Of Massachusetts, Amherst | Amherst, MA | Sep 2014 - May 2018 | 3 |
| Ubs Financial Services Inc. | Weehawken, NJ | Jun 2017 - Aug 2017 | < 1 |
| Ubs Financial Services Inc. | Wellesley, MA | May 2016 - Aug 2016 | < 1 |
| Norwell High School | Norwell, MA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- NJ
- NY
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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