Lauren Marie Fortier
Investment adviser representative at Amara Financial, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$250.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Amara Financial, LLCMay 2020 to now
- Brio Financial GroupOct 2017 to May 2020
- Ameriprise Financial Services, Inc.May 2017 to Oct 2017
- UnemployedMar 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Amara Financial, LLC
$250.5MAssets managed
144Clients
3Advisers
6 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
- 6212904
- Firm CRD
- 308290