Lauren Bell
Investment adviser representative at Trio Wealth Management, LLC
10 yearsExperience
4 statesRegistered in
$134MFirm assets
1 yearFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Trio Wealth Management, LLCJun 2024 to now
- Hh GlobalFeb 2023 to May 2024
- Pride GlobalJun 2022 to Feb 2023
- StudentJan 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 4 states (CA, NC, TX, VA).
Trio Wealth Management, LLC
$134MAssets managed
87Clients
4Advisers
1 yearIn 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
- 8215363
- Firm CRD
- 328042