Lauren Fine (CRD# 2632320) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
CRD# 2820363
Edward Jones
CRD# 2493801
Lincoln Investment
CRD# 6347040
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gries Financial LLC | Cleveland, OH | Jun 2016 - Current | 7 |
Dix & Eaton | Cleveland, OH | Jan 2007 - May 2016 | 9 |
Howard & O'brien Associates | Cleveland, OH | Jan 2010 - Dec 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1995 |
- OH
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Total Assets Under Management1,217MILLIONS
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Total Number of Accounts1,731ACCOUNTS
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Average Account Value$703,189
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, NH, NJ, NY, OH, TX, UT, VA, VT
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