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Lauren Biggs

Wells Fargo Clearing Services, LLC

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About Lauren Biggs

Lauren Biggs is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Lauren has been in the financial services industry since 2000 and holds Series 63, 66, and 7 licenses, as well as the SIE exam. Lauren has experience working with individuals, businesses, and retirement plans. Lauren specializes in financial planning, portfolio management, and investment consulting services. Lauren has worked at American Express Financial Advisors Inc., IDS Life Insurance Company, Calamos Financial Services LLC, American Funds Distributors, Inc., and Northern Lights Distributors, LLC.

Firm Information

Lauren Biggs is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lauren Biggs’s Registration & Firm History

TX

10/14/2024 - Present

Wells Fargo Clearing Services, LLC (THE WOODLANDS TX)

NE

05/10/2011 - 12/31/2011

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

TX

05/09/2006 - 05/26/2009

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

IL

10/10/2005 - 04/04/2006

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

MN

10/18/2000 - 05/21/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/18/2000 - 05/21/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/17/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Biggs.
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