Wilson Lauren Lea

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2003 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2003-11-25 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Los Angeles, CA
  Irvine, CA
  Los Angeles, CA

Other Businesses

1) WILSON LEA 18400 VON KARMAN AVENUE SUITE 550 IRVINE, CA. 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, FIXED LIFE INSURANCE, LONG TERM CARE INSURANCE. START DATE: 08/01/2010 HOURS PER MONTH: 5. HOURS PER MONTH DURING TRADING HOURS: 2. 2) NAVIGATING RETIREMENT 312 W. 5TH ST. #1004 LOS ANGELES, CA 90013 CATEGORY: INSTRUCTOR/TEACHER INVESTMENT RELATED: NO TITLE: TEACHER DUTIES: TEACH A BASIC RETIREMENT PLANNING AND FINANCIAL LITERACY WORKSHOPS IN COMMUNITY. START DATE: 2/18/19 HOURS PER MONTH: 06 HOURS PER MONTH DURING TRADING HOURS: 02 3) PARALLAX WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 210 START DATE: 02/01/2018 ADDRESS: 777 S. Alameda St., Suite 2083, Los Angeles CA 90021, United States DESCRIPTION: Investment advisory, insurance, brokerage, and financial planning services. Parallax Wealth Management is a personal marketing name.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-15
• S63 Uniform Securities Agent State Law Examination
  1999-05-12