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Lauren Storm

8 Years of Experience
Frederick, MD
Broker

Lauren Storm is a registered investment advisor at Cetera Investment Advisers LLC, based in Frederick, MD, with 8 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1990 Monocacy Boulevard, Frederick, MD, 21701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lauren assists clients with estate planning needs at First United Bank's trust department and co-owns Storm Holdings LLC and 2311 Forest Ridge LLC, managing rental properties with family. She also owns Frederick Wine House and is a notary for the state of Maryland, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLC
July 2015 - February 2022 · 6 yrs 7 mos
LPL Financial LLCBroker
June 2015 - February 2022 · 6 yrs 8 mos
State Registrations3 states
DCMDVA
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.