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 operating out of Huntsville, Alabama with a total of 7 years of relevant experience. Borden is on the advisory team at Cloud Investments, LLC. Their career trajectory has included roles at Lincoln Financial Advisors Corporation, Lpl Financial LLC, Bridgeworth, LLC and Cloud Investments, LLC. Borden has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama. Cloud Investments, LLC is a registered investment company that has its headquarters in Huntsville, AL. The company has offices in two locations and a total of six financial advisors. It controls $210 million in assets under management between its 1,306 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,306 customer accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Cloud Investments, LLC offers a few services, such as portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors largely are based on the type of financial services provided. However, fee types charged by Cloud Investments, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

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

$209,518,393

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

6

AL Average: 52
Total Number of Accounts

1,306

AL Average: 1,560
Average Account Size

$160,428

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

Lauren has been registered as a financial advisor for 7 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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