Lauren Wyatt
Lauren Wyatt is a registered investment advisor at Schwab Wealth Advisory, INC., based in Knoxville, TN, with 16 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
Knoxville, TN
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Regulatory History (1)
Financial
August 2018Other Business Activities
Lauren owns Cutey Patootie Booties, a retail business sewing baby shoes and clothes, dedicating about 10-20% of her time. She also works as an Instacart shopper, spending about a quarter of her time grocery shopping and delivering food.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Charles Schwab & CO., INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations53 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.