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Lauren Bell

Trio Wealth Management, LLC

Great Falls, VA

CRD 8215363

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Employer firm

Trio Wealth Management, LLC CRD 328042

$134M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Trio Wealth Management, Llc

774A Walker Road, Great Falls, VA 22066 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-23
NC RA APPROVED 2026-03-23
TX RA APPROVED 2026-01-30
VA RA APPROVED 2026-01-30
  • CA RA
    APPROVED
    Since 2026-03-23
  • NC RA
    APPROVED
    Since 2026-03-23
  • TX RA
    APPROVED
    Since 2026-01-30
  • VA RA
    APPROVED
    Since 2026-01-30

Branch Locations

774A Walker Road, Great Falls, VA 22066 • 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
Trio Wealth Management, Llc Great Falls VA 06/2024 Present
Hh Global Charleston SC 02/2023 05/2024
Pride Global Charleston SC 06/2022 02/2023
Student Charleston SC 08/2021 06/2022
Student Great Falls VA 01/2016 08/2021
  • 06/2024 → Present
    Trio Wealth Management, Llc
    Great Falls, VA
  • 02/2023 → 05/2024
    Hh Global
    Charleston, SC
  • 06/2022 → 02/2023
    Pride Global
    Charleston, SC
  • 08/2021 → 06/2022
    Student
    Charleston, SC
  • 01/2016 → 08/2021
    Student
    Great Falls, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-14

View on SEC IAPD

Nearby Firms

OKEANOS VENTURE MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
DECISIONMAP WEALTH MANAGEMENT, LLC

Nearby Investors

MICHELLE PATTERSON HUNDLEY
KEVIN D MCLOUGHLIN
Charlotte Grace Bell

Nearby Offices

OKEANOS VENTURE MANAGEMENT LLC · GREAT FALLS, VA
WELLS FARGO CLEARING SERVICES, LLC · GREAT FALLS, VA
DECISIONMAP WEALTH MANAGEMENT, LLC · GREAT FALLS, VA

More in Great Falls, VA

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