Unclaimed
Lauren Burge is a financial advisor with LPL Financial LLC, an independent broker-dealer and registered investment advisor. Lauren has been in the financial services industry since 2020 and has served a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Lauren is a registered representative in Illinois and Texas and holds a Series 7, Series 66 and SIE license. She provides a wide range of financial services including financial planning, portfolio management for individuals and businesses, consulting, and education seminars. Lauren is dedicated to building long-term relationships with her clients and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
02/04/2025 - Present
LPL Financial LLC (ARLINGTON HEIGHTS IL)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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