Lauren M Horine

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 08/2020 → 04/2021
  Kettering Health Network
  Kettering, OH
• 05/2017 → 08/2020
  Moraine Country Club
  Kettering, OH
• 08/2016 → 04/2020
  Denison University
  Granville, OH
• 02/2016 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 06/2024 → Present
  Bank Of America, N.A.
  Miamisburg, OH

Other Businesses

I*3556268 Entity Type: N/A Name of OBA: Dayton Art Institute Associate Board Address: Dayton, Ohio, 45405 Investment Related: No Position, Title, Association: N/A Employee Start Date: 02/19/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: To get involved in my community. This is a working board of volunteers. The goal of this board is to help plan and organize Dayton Art Institute fundraising events: Art Ball and Okctoberfest.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25

Other Names

• Lauren M Turner
• Lauren Marie Turner