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LB

Lauren Bone

2 Years of Experience
North Charleston, SC
BrokerSells Insurance

Lauren Bone is a registered investment advisor, based in North Charleston, SC, with 2 years of industry experience.

Location

4969 Centre Point Drive, Suite 201, North Charleston, SC, 29418

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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 as a financial consultant for Florida Financial Advisors (DBA Tristate Financial Advisors) and as a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. Lauren also engages in fixed insurance sales for Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2024 - Present · 1 yr 11 mos
Florida Financial Advisors, LLC
February 2024 - Present · 2 yrs 5 mos
State Registrations4 states
FLPASCTX
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 Bone - Financial Advisor | TrueAdvisor