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Lauren Williams is an investment advisor representative with TCI Wealth Advisors, Inc. Lauren is registered with the state of Colorado and holds a Series 65 license. Lauren is a Certified Financial Planner and specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses. Lauren has been with TCI Wealth Advisors, Inc. since 2018. Prior to that, Lauren was employed by PNC Bank in Cincinnati, Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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AZ
03/29/2019 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
IA
Issued 03/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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