Lauren M Williams

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → 04/2024
  Hanson Mcclain Advisors
  Sacramento, CA
• 01/2014 → 04/2024
  Hanson Mcclain Securities
  Sacramento, CA
• 04/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2014-01-13 → 2024-04-10
  Allworth Financial, L.P.
  Folsom, CA
• 2013-09-23 → 2014-01-09
  Pathway Strategic Advisors
  Folsom, CA
• 2011-06-01 → 2013-09-20
  Wells Fargo Clearing Services, Llc
  Lincoln, CA
  Lincoln Hills, CA
• 2008-09-09 → 2010-05-24
  Wells Fargo Clearing Services, Llc
  Honolulu, HI
  Jacksonville, FL

Other Businesses

1. NewEdge Advisors, LLC; Dba ProsperPlan; Investment Related - Investment Advisor Representative - Start: 04/2024 - at reported business location. 2. Licensed Insurance Agent - California Life and Health - Start: 11/2011 - at reported business location - Life and Health Insurance producer/sales.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-05

Designations

• Certified Financial Planner

Other Names

• Lauren Michelle Auger
• Lauren Michelle Williams