Lauren Mary Alvey

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2015 → 05/2017
  Massmutual/Mml Investor Services
  La Jolla, CA
• 02/2020 → 06/2020
  Mariner Wealth Advisors
  San Diego, CA
• 07/2020 → Present
  Mariner Wealth Advisors
  San Diego, CA
• 05/2017 → 01/2020
  Alliancebernstein
  La Jolla, CA

Other Businesses

Hidden City Derby Girls; not investment-related; Treasurer; start date: 1/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-25

Designations

• Certified Financial Planner