Lauren Smith
Lauren Smith is a registered investment advisor at Planmember Securities Corporation, based in Lake Oswego, OR, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
16577 Boones Ferry Rd., Ste 200, Lake Oswego, OR, 97035
Get directionsHistory
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 for United Financial NW, providing securities and insurance sales and services, dedicating about a quarter of her time. Lauren is also self-employed as an insurance agent, selling life, health, and fixed annuity insurance, also dedicating about a quarter of her time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations7 states
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