Unclaimed
Lauren Janine Rich is a financial advisor with Linscomb Wealth, Inc. located in Houston, Texas. Lauren has been in the financial industry since 2009. Lauren holds the Series 7 and Series 66 licenses. Lauren is also a Certified Financial Planner. Lauren has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Lauren specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/11/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
TX
11/09/2009 - 02/18/2011
MV SECURITIES GROUP, INC. (HOUSTON TX)
BOTH
Issued 06/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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