Lauren Kathleen Smith

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2015 → 06/2026
  Raymond James Financial Services, Inc.
  Houston, TX
• 07/2015 → 06/2026
  Raymond James Financial Services Advisors Inc.
  Houston, TX
• 07/2026 → Present
  Concurrent Investment Advisors, Llc
  Houston, TX
• 06/2026 → Present
  Winstone Wealth Partners
  Houston, TX

Previous Registrations

• 2015-07-29 → 2026-08-04
  Raymond James Financial Services Advisors, Inc
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

(1)Name of Business: The Accessory Scout Address: 5213A GIbson Street, Houston, TX, 77007, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/10/2019 Hours per month devoted to this business: 5 – 10 Hours per month devoted to this business during trading hours: 5 – 10 Description of duties: Buying inventory, taking pictures and posting on social media and shipping sales. (2)Name of Business: Winstone Wealth Partners Address: 1400 Post Oak Blvd Ste 150, Houston, TX, 77056-6009, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: working as an FA.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-17

Designations

• Certified Financial Planner