Lauren Jessica blaney Mcgowan
Investment adviser representative at Corient
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
7 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientSep 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Dowling & Yahnke, LLCMay 2022 to Mar 2023
- Charles Schwab Bank, SsbNov 2020 to May 2022
- Charles Schwab and Co., Inc.Jun 2019 to May 2022
- Charles Schwab & CoJun 2018 to Aug 2018
- Hilltop Wealth AdvisorsOct 2017 to May 2019
- North Carolina State UniversitySep 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 6973802
- Firm CRD
- 319448