Lauren Marie Baccari
Investment adviser representative at Hb Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Hb WealthOct 2025 to now
- Hb Wealth Management, LLCJan 2024 to now
- 49 Wealth Management, LLCJan 2023 to Dec 2023
- Purshe Kaplan Sterling Investments, Inc.Apr 2022 to Dec 2023
- Thrivent Advisor Network, LLC. d/b/a 49 FinancialDec 2021 to Dec 2022
- Camp OzarkMay 2021 to Aug 2021
- The Spires of Berry CollegeMay 2020 to Apr 2021
- Berry College Cage CenterJan 2020 to May 2022
- Berry College Athletic DepartmentAug 2019 to Jan 2020
- Dave's Creek Elementary SchoolAug 2018 to Aug 2019
- South Forsyth Ms & HsJan 2012 to Aug 2018
Designations
- CFP® certification
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 (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
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
- 7532616
- Firm CRD
- 316731