Lauren Michelle Cook
Investment adviser representative at Schwab Wealth Advisory, Inc.
5 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Schwab Wealth Advisory, Inc.Oct 2021 to now
- Charles Schwab & Co., Inc.Oct 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Oct 2021
- Truist Investment Services, Inc.Feb 2021 to Oct 2021
- Bb&t Securities, LLCJun 2018 to Feb 2021
- Equity Services, Inc.Apr 2017 to Apr 2018
- Thoroughbred Advisors/national Life GroupOct 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6577804
- Firm CRD
- 159035