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Lauren Rachelle Smith

Investment adviser representative at Spc
11 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 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 feeOther

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

11 years in the industry.

  1. SpcFeb 2020 to now
  2. Sigma Financial CorporationDec 2019 to now
  3. Evart DentistryAug 2017 to Sep 2019
  4. Brite White DentalJun 2017 to Aug 2017
  5. CciMay 2017 to Aug 2017
  6. Woodside Bible ChurchMay 2016 to Nov 2016
  7. Northstar DentistryDec 2015 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (MI).

Spc

Legal name: Sigma Planning Corporation

$6.1BAssets managed
30,916Clients
474Advisers
42 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
7173572
Firm CRD
110692
Advisor's SEC record (opens in a new tab)
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