LM
LM

Lauren Mcneill

14 Years of Experience
Melville, NY
1 DisclosureBroker

Lauren Mcneill is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Melville, NY, with 14 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

400 Broadhollow Rd, Ste 200, Melville, NY, 11747

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History

Regulatory History (1)
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Regulatory
June 2024
Final
Other Business Activities

Lauren is the co-president of the Quogue School PTA, a non-profit organization. She dedicates minimal time to leading meetings, designating event committees, and communicating school events with parents.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2020 - Present · 5 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2017 - December 2018 · 1 yr 8 mos
Ameriprise Financial Services, INC.
November 2015 - March 2017 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
November 2015 - March 2017 · 1 yr 4 mos
Northwestern Mutual Investment Services,llc
February 2012 - October 2015 · 3 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
October 2011 - October 2015 · 4 yrs
State Registrations2 states
NJNY
AdvisorBroker

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 Mcneill - Financial Advisor | TrueAdvisor