LR
LR
Lauren Rudd
18 Years of Experience
Sarasota, FL
1 DisclosureBroker
Lauren Rudd is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1950 Ringling Blvd., Suite 401, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
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Financial
August 2021Final
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Rudd Asset Management
May 2012 - November 2020 · 8 yrs 6 mos
Day Hagan Asset Management
June 2010 - June 2012 · 2 yrs
Ferris, Baker Watts IncorporatedBroker
March 1994 - February 1995 · 11 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1992 - March 1994 · 2 yrs 1 mo
State Registrations30 states
ALARCACOCTDCFLGAHIILINKSMAMDMEMIMNNCNHNJNYOHPARISCTNTXVAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.