Lara Christine Mayhew
Investment adviser representative at Advice and Planning Services
10 yearsExperience
2 statesRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2022 to now
- TIAAJun 2022 to now
- Fidelity Personal and Workplace AdvisorsSep 2021 to Jul 2022
- Fidelity Brokerage Services, LLCJul 2021 to Jul 2022
- Fidelity InvestmentsJul 2021 to Jul 2022
- J.P. Morgan Securities LLCJun 2021 to Jul 2021
- JP Morgan Chase Bank, N.A.Jun 2021 to Jul 2021
- CitibankJan 2021 to Jun 2021
- UnemployedDec 2020 to Dec 2020
- TIAAJan 2016 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCJan 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6141927
- Firm CRD
- 20472