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Financial Consultant & Investment Adviser

Hi, I'm Lauren
Adelle Gibson

I am a Successful Financial Adviser & I am very passionate and dedicated to my work in the financial markets. I have acquired expert skills and knowledge necessary to boost your portfolio profits & diversify your investments adequately.

2+ State Licenses
100+ Satisfied Clients
6+ Years of Experience
150+ Portfolios Handled
Lauren Adelle Gibson

Licensed Financial Consultant

I am a registered & licensed investment consultant with a passion for financial market trading & investments. Throughout the course of my career, I have been registered with three prestigious investment firms, passed five brokerage examinations and gotten accreditation with licenses in over two states in the US.

Current Firm ALTRUIST FINANCIAL LLC

Experience6+
Years

Client Reviews 99%
Satisfactory

Lauren Adelle Gibson

My Professional Services

6+

Years of Financial Market Trading & Investment Experience

Lauren Adelle Gibson

SRO Registrations

100%

FINRA

100%

New York Stock Exchange

My Work History

2024 - Present
(2 years)

ALTRUIST FINANCIAL LLC (CRD# 299274)Stock Broker

2021 - 2023
(2 years)

ROBINHOOD FINANCIAL, LLC (CRD# 165998) Stock Broker

2019 - 2020
(1 year)

FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)Stock Broker

Examinations

Dec 07, 2018

Series 63 - Uniform Securities Agent State Law Examination State Securities Law Exam

Jan 07, 2019

Series 7TO - General Securities Representative Examination General Industry/Products Exam

Oct 1, 2018

SIE - Securities Industry Essentials Examination General Industry/Products Exams

Apr 16, 2022

Series 9 - General Securities Sales Supervisor - Options Module Examination Principal/Supervisory Exams

Mar 22, 2022

Series 10 - General Securities Sales Supervisor - General Module Examination Principal/Supervisory Exams
Lauren Adelle Gibson

Reviews from some wonderful clients!

4.9

Rating

200+

Reviews

FAQ

Frequently asked questions (FAQ)
for prospective clients.

Financial advisors are tasked with managing every aspect of your financial life, from retirement planning to estate planning to savings and investing. They are responsible for more than just suggesting investment choices or selling financial products. They assess your financial status and understand your financial goals and create a tailored financial plan to achieve those goals. They can help reduce the taxes you pay and maximize the returns on any financial assets you may own.

A personal financial advisor is a professional who provides financial advice and services to clients according to their specific needs.

A registered investment advisor (RIA) professionally manages investment portfolios and advises on investment strategies. You would learn more about RIAs and our activities once we start working together.

The financial planner is one particular type of financial advisor who specializes in helping companies and individuals create a program to meet long-term financial goals.
A financial planner might have a specialty in investments, taxes, retirement, and/or estate planning. Further, the financial planner may hold various licenses or designations, such as the Certified Financial Planner (CFP) designation. Financial planners may specialize in tax planning, asset allocation, risk management, retirement planning, and/or estate planning.

Let’s Work on your Portfolio

Select your preferred Time & Date below to schedule an introductory call.

Email

contact@laurenadellegibson.me

About Me

Financial Consultant & Investment Adviser