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Lauren Michelle Cook

Charles Schwab & CO., Inc.

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About Lauren Michelle Cook

Lauren Michelle Cook is an investment advisor representative, registered with Charles Schwab & CO., Inc. and Schwab Wealth Advisory, Inc.. Lauren has been working in the financial industry since 2015 and is registered in 51 states and the District of Columbia. Lauren is a Series 66, Series 7, and Series 11 licensed representative. Lauren has worked for several firms, including Truist Investment Services, Inc., BB&T Securities, LLC, and Equity Services, Inc.. In addition to being an investment advisor representative, Lauren is also a Financial Planner.

Firm Information

Lauren Cook is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Lauren Cook’s Registration & Firm History

IN

01/02/2025 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

VA

02/17/2021 - 10/19/2021

TRUIST INVESTMENT SERVICES, INC. (NORFOLK VA)

VA

07/03/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

NY

05/17/2017 - 04/18/2018

EQUITY SERVICES, INC. (LATHAM NY)

NY

12/21/2015 - 06/01/2016

MERCER ALLIED COMPANY, L.P. (LATHAM NY)

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Licenses & Designations

BOTH

Issued 10/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/21/2015

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lauren Michelle Cook.
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