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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 Poe Watson is a financial advisor with Cresset Asset Management, LLC, located in Reston, VA. Lauren has been in the financial industry since 2011. Lauren holds the Series 7 and Series 66 securities licenses. Lauren is also a Certified Financial Planner. Prior to joining Cresset Asset Management, LLC, Lauren worked at Lincoln Financial Advisors Corporation in Lutherville, MD and Abel Financial Management Co in Lutherville, MD.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/20/2024 - Present
Cresset Asset Management, LLC (Reston VA)
MD
08/16/2011 - 01/29/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
BOTH
Issued 08/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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