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Lauren Ashley O'neill

1 Year of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

11925 South 700 East, Draper, UT, 84020

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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 is an insurance agent selling life and fixed insurance through TruChoice Financial, dedicating about 10-20% of her time to this. She also works as a freelance writer for the Bucks County Herald, spending minimal time on this activity.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.