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Lauren Sawyer

Advisors Asset Management, Inc.

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About Lauren Sawyer

Lauren Sawyer is a financial advisor with Advisors Asset Management, Inc. Lauren has been in the financial industry since 2017 and has experience in a variety of financial services, including investment advisory services and securities trading. Lauren is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 63, and SIE license. Lauren holds a current state registration in Texas and Florida. Lauren was formerly registered with LPL Financial LLC and T. Rowe Price Investment Services, Inc.

Firm Information

Lauren Sawyer is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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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percentage of assets

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

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Lauren Sawyer’s Registration & Firm History

TX

01/13/2021 - Present

Advisors Asset Management, Inc. (BOERNE TX)

NV

12/02/2019 - 08/05/2020

LPL FINANCIAL LLC (LAS VEGAS NV)

CO

05/22/2018 - 09/17/2019

ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)

CO

05/17/2016 - 05/22/2018

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 05/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Sawyer.
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