Lauren Marie Wright

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2012 → 02/2020
  Private Wealth Management At Heathrow
  Lake Mary, FL
• 09/2013 → 02/2020
  Raymond James Financial Services Inc
  Lake Mary, FL
• 09/2013 → 02/2020
  Raymond James Financial Services Advisors Inc.
  Lake Mary, FL
• 02/2020 → 03/2020
  Ameriprise Financial Services, Inc
  Winter Park, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Winter Park, FL

Previous Registrations

• 2013-09-24 → 2020-02-20
  Raymond James Financial Services Advisors, Inc
  Lake Mary, FL
• 2013-05-10 → 2013-12-11
  Private Wealth Management At Heathrow
  Lake Mary, FL
• 2012-12-05 → 2013-09-26
  Lpl Financial Llc
  Lake Mary, FL
• 2011-05-05 → 2012-10-11
  Jackson Wealth Management, Llc
  Lake Mary, FL

Other Businesses

Business Ownership; Wright and James LLC; Co-owner; Retail; 240 GLEN ABBEY LN, , DEBARY, FL, 32713; Not Investment-Related; 06/12/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-18

Designations

• Certified Financial Planner

Other Names

• Lauren Marie Willison