Lauren Greene Snyder

Employer firm

The Lewis Financial Group CRD 315692

$482M regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 11/2021
  Wells Fargo Advisors Financial Network, Llc
  Reston, VA
• 11/2021 → Present
  The Lewis Financial Group
  Ashburn, VA

Previous Registrations

• 2013-06-27 → 2021-11-08
  Wells Fargo Advisors Financial Network, Llc
  Ashburn, VA
  Naples, FL
  Vienna, VA
• 2011-06-16 → 2013-07-10
  Osaic Fa, Inc.
  Vienna, VA
• 2011-02-14 → 2011-05-27
  Wells Fargo Advisors Financial Network, Llc
  Reston, VA

Other Businesses

NOTARY PUBLIC, NOT INVESTMENT-RELATED, STATE OF VIRGINIA , NOTARY PUBLIC, START 3/2010, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROVIDE NOTARY SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2011-02-11

Other Names

• Lauren Louise Greene
• Lauren Greene
• Lauri Greene