Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren McCarroll is a financial advisor with Charles Schwab & CO., Inc. Lauren has been in the industry since 2013. Lauren is licensed to provide investment advice in Colorado and Texas. Lauren holds Series 7, 63, 66 and 24 licenses. Lauren's previous experience includes time at WELLS FARGO ADVISORS, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/10/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
06/14/2013 - 09/23/2014
WELLS FARGO ADVISORS, LLC (AURORA CO)
BC
Issued 07/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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