LG
LG

Lauren Greene

8 Years of Experience
Columbia, SC
Broker

Lauren Greene is a registered investment advisor at Raymond James & Associates, INC., based in Columbia, SC, with 8 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
Loading...

Location

1230 Main Street, Suite 300, Columbia, SC, 29201

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Lauren is involved in several outside business activities, including a women's networking organization for commercial real estate, choreography work, serving as an officer/director for the Riverbanks Zoo Society Board, and assisting with music education programs. These activities take minimal time and are not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.
May 2025 - Present · 1 yr 2 mos
Previous Registrations
First Citizens Investor Services, INC.
July 2019 - September 2024 · 5 yrs 2 mos
First Citizens Investor Services, INC.Broker
July 2019 - September 2024 · 5 yrs 2 mos
Synovus Securities, INC.
April 2017 - July 2019 · 2 yrs 3 mos
Synovus Securities, INC.Broker
July 2016 - July 2019 · 3 yrs
State Registrations5 states
FLGANCSCVA
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.
Lauren Greene - Financial Advisor | TrueAdvisor