Lauren
Britt

Corient

CRD#7538143
Investment Advisor
in Miami, FL

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About this Advisor

Lauren Britt is a financial advisor based in Miami, Florida, working with Corient. Lauren has previously held positions at Texas United Volleyball, Texas Mccombs School Of Business, Austin Asset, Avidian Wealth, The University Of Texas At Austin, Avalon Investment & Advisory, Avalon Wealth Management LLC, Avalon Advisors, LLC, Corient, Cipw Service Company, LLC, and Corient Services LLC. Lauren has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Lauren is part of Corient, which operates out of Miami, Florida. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

2 S Biscayne Blvd Suite 3200
Miami, FL 33131

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Corient Brokerage Details

Total Assets Under Management

$118,191,936,095

FL Average: $1,855,561,029
Total Number of Employees

845

FL Average: 62
Total Number of Accounts

97,020

FL Average: 2,474
Average Account Size

$1,218,222

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops

Lauren Britt Work History

2023 - Present (1 year)

Corient

2023 - Present (1 year)

Corient Services LLC

2023 - 2023 (< 1 year)

Avalon Investment & Advisory

2023 - 2023 (< 1 year)

Avalon Wealth Management LLC

2023 - 2023 (< 1 year)

Cipw Service Company, LLC

2022 - 2022 (< 1 year)

Austin Asset

2022 - 2022 (< 1 year)

Avalon Advisors, LLC

2021 - 2022 (1 year)

Texas Mccombs School Of Business

2021 - 2022 (1 year)

Avidian Wealth

2019 - 2021 (2 years)

The University Of Texas At Austin

2018 - 2019 (1 year)

Texas United Volleyball

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Disclosures

Please visit the SEC profile of Lauren Britt 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 Corient

Jacob Benson
Miami, FL
Luis Pereda
Chicago, IL
Jeremy Lam
Chicago, IL
Linsey Winkler
Miami, FL
Lillian Swenson
Menlo Park, CA
Connor Knox
Wayne, PA
Matthew Broom
Atlanta, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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