Lauren Sigman (CRD# 7313784) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry. Lauren Sigman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2055289
Powering Your Retirement
CRD# 2183126
Lpl Financial LLC
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | Denver, CO | Dec 2020 - Current | 3 |
| All Season Financial Advisors | Denver, CO | Nov 2003 - Nov 2020 | 17 |
| Sigmanf2llc Dba Sigman Financial Fitness | Denver, CO | Sep 1996 - Nov 2020 | 24 |
- CO
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Total Assets Under Management4,932MILLIONS
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Total Number of Accounts4,536ACCOUNTS
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Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
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