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Lauren Melissa West

Investment adviser representative at Laffer Tengler Investments, Inc.
12 yearsExperience
2 statesRegistered in
CFADesignation
$800.1MFirm assets

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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

12 years in the industry.

  1. Laffer Tengler Investments, Inc.Feb 2025 to now
  2. Civana Wellness Resort & SpaJun 2023 to Feb 2025
  3. Delta Air LinesFeb 2022 to Jun 2023
  4. Berman Capital AdvisorsDec 2014 to Feb 2022

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Laffer Tengler Investments, Inc.

$800.1MAssets managed
276Clients
11Advisers
26 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
5988793
Firm CRD
108068
Advisor's SEC record (opens in a new tab)
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