Lauren Elizabeth Mossburg

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2026 → Present
  Janney Montgomery Scott Llc
  Raleigh, NC
• 07/2020 → 02/2021
  Sntrust Advisory Services, Inc
  Atlanta, GA
• 08/2017 → 05/2018
  Clemson Cooper Library
  Clemson, SC
• 05/2019 → 08/2019
  Gartner, Inc.
  Arlington, VA
• 08/2018 → 05/2020
  Clemson College Of Business
  Clemson, SC
• 11/2015 → 12/2019
  Ymca
  Spartanburg, SC
• 07/2020 → 02/2021
  Suntrust Investment Services, Inc
  Atlanta, GA
• 02/2021 → 07/2022
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → 07/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2022 → 05/2026
  Truist Investment Services, Inc.
  Raleigh, NC
• 07/2022 → 05/2026
  Truist Advisory Services, Inc.
  Raleigh, NC
• 07/2026 → Present
  Solidcore
  Durham, NC

Previous Registrations

• 2020-11-02 → 2026-06-01
  Truist Advisory Services, Inc.
  Atlanta, GA
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-30
• S63 Uniform Securities Agent State Law Examination
  2020-09-30

Designations

• Certified Financial Planner

Other Names

• Lauren Mossburg