Lauren elizabeth Elizabeth Lavelle
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- UBS Financial Services Inc.Jun 2025 to now
- UnemployedMay 2024 to May 2025
- We Heave HoMay 2023 to Aug 2024
- Dore PartnershipSep 2021 to Apr 2024
- Roots Residential GroupJul 2020 to Aug 2021
- Kestra Financial, Inc.Feb 2020 to Jul 2020
- CompassApr 2019 to Feb 2020
- Kestra FinancialNov 2018 to Apr 2019
- Brazos CapitalSep 2018 to Oct 2018
- BeautycounterJun 2018 to Jun 2019
- GoogleMar 2018 to Sep 2018
- UBS Financial ServicesSep 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 6186061
- Firm CRD
- 8174