Lauren Taylor Britt
Investment adviser representative at Quotient Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
$4.9BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Quotient Wealth Partners, LLCJul 2024 to now
- Corient Services LLCJul 2023 to Jul 2024
- CorientMay 2023 to Jul 2024
- Cipw Service Company, LLCMay 2023 to Jul 2023
- Avalon Investment & AdvisoryJan 2023 to May 2023
- Avalon Wealth Management LLCJan 2023 to May 2023
- UnemployedDec 2022 to Jan 2023
- Austin AssetAug 2022 to Dec 2022
- Avalon Advisors, LLCJun 2022 to Jul 2022
- Avidian WealthOct 2021 to Mar 2022
- Texas Mccombs School of BusinessJun 2021 to Dec 2022
- The University of Texas At AustinAug 2019 to Jun 2021
- Texas United VolleyballNov 2018 to Jul 2019
- UnemployedJan 2013 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quotient Wealth Partners, LLC
$4.9BAssets managed
2,355Clients
34Advisers
3 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
- 7538143
- Firm CRD
- 326819