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Lauren Flemen

United Capital Financial Advisors

East Northport, NY

Irving, TX

CRD 6132368

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 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:

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-14
TX RA APPROVED 2025-11-14
  • NY RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

East Northport, NY • United States

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlantic Trust New York NY 11/2012 10/2017
Apexium Financial Lp Dallas TX 10/2017 11/2025
United Capital Financial Advisors, Llc Irving TX 11/2025 Present
  • 11/2012 → 10/2017
    Atlantic Trust
    New York, NY
  • 10/2017 → 11/2025
    Apexium Financial Lp
    Dallas, TX
  • 11/2025 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

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