Lauren
Borden

Cloud Investments, LLC

CRD#5798986
Investment Advisor
in Huntsville, AL

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About this Advisor

Lauren Borden is a financial advisor based in Huntsville, Alabama, working with Cloud Investments, LLC. Lauren has previously held positions at Lincoln Financial Advisors Corporation, Lpl Financial LLC, Bridgeworth, LLC, and Cloud Investments, LLC. Lauren has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Lauren is part of Cloud Investments, LLC, which operates out of Huntsville, Alabama. The firm has 2 offices and 7 employees. The firm manages assets totaling $238.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cloud Investments, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

200 Clinton Ave Suite 1020
Huntsville, AL 35801

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Cloud Investments, LLC Brokerage Details

Total Assets Under Management

$238,066,015

AL Average: $1,620,585,161
Total Number of Employees

7

AL Average: 52
Total Number of Accounts

1,353

AL Average: 1,560
Average Account Size

$175,954

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Lauren Borden Work History

2015 - Present (9 years)

Cloud Investments, LLC

2015 - 2015 (< 1 year)

Lpl Financial LLC

2015 - 2015 (< 1 year)

Bridgeworth, LLC

2012 - 2015 (3 years)

Lincoln Financial Advisors Corporation

Disclosures

Please visit the SEC profile of Lauren Borden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cloud Investments, LLC

Charles Harriman
Huntsville, AL
Aaron Howard
Huntsville, AL
Lauren Borden
Huntsville, AL
Scott Montes
Huntsville, AL
Germi Cloud
Huntsville, AL
John Huggins
Huntsville, AL
Don Cloud
Huntsville, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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