Lauren Nicole Greer

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 02/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2023 → 12/2024
  Cypress Point Wealth Management, Llc
  Dallas, TX
• 01/2025 → 02/2025
  Cypress Point Wealth Management, Llc
  Dallas, TX
• 03/2021 → 01/2023
  Feedonomics
  Dallas, TX
• 06/2019 → 03/2021
  Kforce
  Plano, TX
• 10/2017 → 06/2019
  Livearea
  Allen, TX
• 03/2015 → 10/2017
  Pfsweb
  Allen, TX
• 01/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 Pleasant Plain Road Fairfield IA 52556, 01/2026, Investment Advisor Representative, CIRA Affiliation, IR, 160 HR/MO, 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2026-01-22

Designations

• Certified Financial Planner

Other Names

• Lauren Nicole Carr