linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lauren Taylor Britt

Quotient Wealth Partners, LLC

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 Taylor Britt

Lauren Taylor Britt is an Investment Advisor Representative associated with Quotient Wealth Partners, LLC. Lauren has been in the financial services industry for over five years and is registered in Texas as an Investment Advisor Representative. Lauren specializes in working with individuals and businesses to develop comprehensive financial plans and manage their investments. Lauren's areas of expertise include: * Financial planning * Investment management * Portfolio management * Selection of other advisors Lauren received her Series 7TO, Series 65, and SIE exams and has worked with Avalon Wealth Management LLC. Prior to entering the financial industry, Lauren worked in the Austin, Texas area.

Firm Information

Lauren Britt is currently registered with Quotient Wealth Partners, LLC. Quotient Wealth Partners, LLC is an investment advisor headquartered in Irving, Texas. The firm manages over $3 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and selection of other advisors. Quotient Wealth Partners has 6 licensed agents and 20 investment advisor representatives.
Quotient Wealth Partners, LLC

222 WEST LAS COLINAS BLVD

IRVING, TX 75039

$3.12B

Assets Under Management

Not reported

Total Clients

24

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

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 Britt’s Registration & Firm History

TX

08/20/2024 - Present

Quotient Wealth Partners, LLC (Houston TX)

TX

03/21/2023 - 05/05/2023

AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)

Not sure if Lauren Taylor Britt is right for you?

Licenses & Designations

IA

Issued 07/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Taylor Britt.
Not sure if Lauren Taylor Britt is right for you?