Lauren Marie Dalton
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
Are you Lauren Marie Dalton? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCApr 2025 to now
- Charles Schwab & Co., Inc.Nov 2021 to Apr 2025
- Charles Schwab Bank, SsbNov 2021 to Apr 2025
- J.P. Morgan Securities LLCApr 2019 to Oct 2021
- JPMorgan Chase Bank, N.A.Apr 2019 to Oct 2021
- Swbc Investment CompanyDec 2017 to Mar 2019
- Swbc Investment Services, LLCDec 2017 to Mar 2019
- UnemployedApr 2017 to Dec 2017
- PNC Bank, NAAug 2016 to Apr 2017
- PNC Investments, LLCAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6339528
- Firm CRD
- 6363