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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Margaret Thomas is a registered investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Lauren Margaret Thomas has been in the industry since 2024. Lauren Margaret Thomas is registered with FINRA as a Series 66, Series 7TO and SIE. Lauren Margaret Thomas specializes in the areas of financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cambridge Investment Research Advisors, Inc. is an independent broker-dealer and investment advisor. Lauren Margaret Thomas has been affiliated with Cambridge Investment Research Advisors, Inc. since 2024 and is currently located at 2700 North Central Avenue, 12th Floor in Phoenix, AZ. Lauren Margaret Thomas works with a variety of clients, including individuals, trusts, high net worth individuals, charities and pension plans. Lauren Margaret Thomas also has experience working with clients from multiple industries including healthcare, education, and finance. Lauren Margaret Thomas holds a Series 66, Series 7TO and SIE license. Lauren Margaret Thomas is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
03/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
BOTH
Issued 05/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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