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Lauren Marie Gage

LPl Financial LLC

Costa Mesa, CA

Huntington Beach, CA

CRD 5755111

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-23
WA RA APPROVED 2020-03-19
CA RA APPROVED 2015-11-16
  • TX RA
    APPROVED_RES
    Since 2023-02-23
  • WA RA
    APPROVED
    Since 2020-03-19
  • CA RA
    APPROVED
    Since 2015-11-16

Branch Locations

129 Cabrillo Street, Suite 103, Costa Mesa, CA 92627 • United States

Huntington Beach, CA • 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
Boyer Financial Services Huntington Beach CA 08/2018 09/2019
Fellowship Of Christian Athletes Kansas City MO 01/2010 12/2016
Lpl Financial, Llc Huntington Beach CA 08/2015 Present
Boyer Financial Services Huntington Beach CA 01/2010 08/2018
  • 08/2018 → 09/2019
    Boyer Financial Services
    Huntington Beach, CA
  • 01/2010 → 12/2016
    Fellowship Of Christian Athletes
    Kansas City, MO
  • 08/2015 → Present
    Huntington Beach, CA
  • 01/2010 → 08/2018
    Boyer Financial Services
    Huntington Beach, CA
Other Businesses

1. 10/17/2019 - Selah Portfolios & Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/15/2019 - 160 Hours Per Month/6 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-14
  • S66 Uniform Combined State Law Examination
    2015-11-14
Other Names
  • Lauren Marie Boyer

View on SEC IAPD

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