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Lauren Elizabeth Davi

Stancorp Equities, Inc.

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About Lauren Elizabeth Davi

Lauren Elizabeth Davi is a financial professional with over a decade of experience in the industry. Lauren began her career at Edward Jones in 2012, and has since held positions at MML Distributors, LLC, GWFS Equities, Inc., and Principal Securities, Inc. Lauren currently works as a Registered Representative for Stancorp Equities, Inc. in Portland, Oregon. Lauren holds Series 7, Series 63 and SIE licenses. Lauren is a licensed Investment Advisor Representative. Lauren also holds the Series 65 license.

Firm Information

Lauren Davi is currently registered with Stancorp Equities, Inc.. Stancorp Equities, Inc. is a corporation formed on October 2, 1986. It is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

106

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.

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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Lauren Davi’s Registration & Firm History

OR

02/01/2024 - Present

Stancorp Equities, Inc. (PORTLAND OR)

MO

06/15/2021 - 01/08/2024

PRINCIPAL SECURITIES, INC. (SAINT LOUIS MO)

CO

01/04/2021 - 06/07/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

MA

08/22/2017 - 01/04/2021

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

IL

10/23/2012 - 06/13/2017

EDWARD JONES (LIBERTYVILLE IL)

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Licenses & Designations

IA

Issued 06/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Elizabeth Davi.
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