LG
LG

Lauren Gould

2 Years of Experience
Williamsville, NY
BrokerSells Insurance

Lauren Gould is a registered investment advisor at Wells Fargo Advisors, based in Williamsville, NY, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6779 Main Street, [Satellite], Williamsville, NY, 14221

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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.

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Other Business ActivitiesSells Insurance

Lauren works for Bailey Financial Group as support staff, dedicating minimal time. She is also a financial advisor with Princeton Harriman Insurance Solutions, focusing on insurance practice and spending a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
January 2024 - Present · 2 yrs 4 mos
State Registrations3 states
NYOHWV
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.