LR
CFP
LR
CFP

Lauren Rowan

2 Years of Experience
Sacramento, CA
Broker

Lauren Rowan is a CFP-designated registered investment advisor, based in Sacramento, CA, with 2 years of industry experience.

Location

740 University Avenue, Sacramento, CA, 95825

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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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Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
April 2025 - Present · 1 yr 1 mo
Captrust
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
CA
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 Rowan - Financial Advisor | TrueAdvisor