Lauren
Tullos

Trust Advisory Group LTD

CRD#7497364
Investment Advisor
in Haverhill, MA

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About this Advisor

Lauren Tullos is a financial advisor based in Haverhill, Massachusetts, working with Trust Advisory Group LTD. Lauren has previously held positions at Crystal Lakes Golf Course, Emerson College, Quinn Pr, Edlman Pr, Smartsheet, Michael Page, Datarobot, Empath, Instacart, Ages Financial Services, LTD, Trust Advisory Group LTD, and Lewis Financial Services. Lauren has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Lauren is part of Trust Advisory Group LTD, which operates out of Haverhill, Massachusetts. The firm has 40 offices and 43 employees. The firm manages assets totaling $560.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trust Advisory Group LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10-12 Phoenix Row
Haverhill, MA 01832

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Trust Advisory Group LTD Brokerage Details

Total Assets Under Management

$560,370,155

MA Average: $16,012,751,954
Total Number of Employees

43

MA Average: 118
Total Number of Accounts

2,056

MA Average: 4,567
Average Account Size

$272,554

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lauren Tullos Work History

2023 - Present (1 year)

Trust Advisory Group LTD

2022 - Present (2 years)

Ages Financial Services, LTD

2022 - Present (2 years)

Lewis Financial Services

2021 - 2021 (< 1 year)

Empath

2021 - 2022 (1 year)

Instacart

2019 - 2019 (< 1 year)

Michael Page

2019 - 2021 (2 years)

Datarobot

2017 - 2017 (< 1 year)

Edlman Pr

2017 - 2017 (< 1 year)

Quinn Pr

2017 - 2019 (2 years)

Smartsheet

2016 - 2016 (< 1 year)

Quinn Pr

2015 - 2016 (1 year)

Emerson College

2014 - 2015 (1 year)

Crystal Lakes Golf Course

Disclosures

Please visit the SEC profile of Lauren Tullos 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 Trust Advisory Group LTD

Lauren Tullos
Haverhill, MA
Alan Druckenmiller
Wilbraham, MA
Samuel Grant
Reading, MA
Peggy Romero
Arlington, MA
Renard Defilippo
Ronkonkoma, NY
Peter Cahill
Reading, MA
Bernard Nugent
South Yarmouth, MA
Andrew Wyman
Chester, NJ

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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