Lauren Williams (CRD# 5504831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dallas, TX and has over 15 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Dallas, TX | Nov 2023 - Current | < 1 |
Comerica Securities, Inc. | Dallas, TX | Jan 2019 - Current | 5 |
Bokf, Na | Dallas, TX | Jul 2018 - Jan 2019 | < 1 |
Bok Financial Securities, Inc. | Dallas, TX | Jul 2018 - Jan 2019 | < 1 |
Raa | Addison, TX | Feb 2018 - Jun 2018 | < 1 |
Raymond James Financial Services Advisors Inc. | Flower Mound, TX | Jun 2017 - Feb 2018 | < 1 |
Raymond James Financial Services, Inc. | Flowwer Mound, TX | May 2017 - Feb 2018 | < 1 |
Wedbush Securities | Dallas, TX | Apr 2017 - May 2017 | < 1 |
Ubs Financial Services Inc. | Dallas, TX | Apr 2012 - Mar 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2008 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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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