Lauren Skidmore Ivester
Investment adviser representative at Wealthpoint Advisors
11 yearsExperience
3 statesRegistered in
$147.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealthpoint AdvisorsMay 2024 to now
- Dempsey Lord Smith, LLCJul 2019 to Sep 2024
- Kalos CapitalNov 2018 to Jul 2019
- Belmont Capital AdvisorsOct 2018 to Sep 2021
- The Bowman Law Firm, LLCAug 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NC, PA, SC).
Wealthpoint Advisors
Legal name: Wealthpoint Financial LLC
$147.1MAssets managed
380Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5001776
- Firm CRD
- 332312