Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Vick Burthey is a financial advisor at Homrich Berg, a firm headquartered in Atlanta, Georgia. Lauren has been working in the financial services industry since 2018. Lauren holds Series 7, 63, and 65 licenses, demonstrating a strong foundation in securities and investment advisory practices. Lauren has a broad range of experience serving individual, business, and institutional clients. At Homrich Berg, Lauren helps clients with a variety of financial planning needs, including portfolio management, investment advisory services, and bill pay services. Lauren is passionate about building long-term relationships with her clients and is committed to providing them with the highest level of personalized service.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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.
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GA
10/04/2023 - Present
Homrich Berg (ATLANTA GA)
GA
10/19/2018 - 06/09/2023
J.P. MORGAN SECURITIES LLC (Atlanta GA)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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