Lauren Elizabeth Tullos
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2025 to now
- Cambridge Investment Research, Inc.Feb 2025 to now
- First American Insurance UnderwritersAug 2022 to now
- Stonex Securities IncOct 2024 to Feb 2025
- Trust Advisory Group Ltd.Feb 2023 to Feb 2025
- Ages Financial Services, LtdJan 2022 to Sep 2024
- InstacartNov 2021 to Nov 2022
- EmpathJan 2021 to Aug 2021
- DatarobotAug 2019 to Jan 2021
- Michael PageApr 2019 to May 2019
- SmartsheetNov 2017 to Feb 2019
- Quinn PrJun 2017 to Oct 2017
- Edlman PrJan 2017 to Mar 2017
- Quinn PrSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7497364
- Firm CRD
- 134139