Lauren Davis is a CFP-designated registered investment advisor, based in Austin, TX, with 24 years of industry experience. Lauren is also registered as a broker, so some compensation may come from commissions on products sold.
Location
901 S Mopac, Building 2, Suite 195, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lauren works full-time as a Financial Consultant at Summiteer Financial, assisting clients with financial planning. She also manages HEMO MUAH, LLC, which owns her DBA, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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
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