linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lauren Michelle Wood

LNW

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lauren? Claim Your Profile

About Lauren Michelle Wood

Lauren Wood is a financial advisor with over 10 years of experience in the industry. Lauren is currently registered with LNW as an Investment Advisor Representative. Prior to joining LNW, Lauren was a registered representative with CREDIT SUISSE SECURITIES (USA) LLC. Lauren holds Series 7, 86, 87, and SIE licenses as well as the Series 63 license. Lauren has a CFP designation and specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. LNW is a fee-only investment advisory firm that provides financial planning and portfolio management services to a variety of clients.

Firm Information

Lauren Wood is currently registered with LNW. LNW Advisors is an investment advisor registered with the SEC. The firm, headquartered in San Francisco, CA, has 62 employees and manages approximately $7.28 billion in assets. LNW Advisors provides a variety of advisory services, including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
LNW

580 CALIFORNIA ST.

SAN FRANCISCO, CA 94104

$7.28B

Assets Under Management

1

Total Clients

32

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lauren Wood’s Registration & Firm History

CA

09/19/2023 - Present

LNW (SAN FRANCISCO CA)

NY

07/20/2012 - 03/30/2015

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

Not sure if Lauren Michelle Wood is right for you?

Licenses & Designations

BC

Issued 07/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/24/2012

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Michelle Wood.
Not sure if Lauren Michelle Wood is right for you?