Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
12yrs
Lauren Smith is a fiduciary financial advisor in Lake Oswego, Oregon, with 12 years in the industry. After ten years at Equitable Advisors, Lauren joined Planmember Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office16577 Boones Ferry Rd., Suite 200, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?1 state
Services through Planmember Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowPlanmember Securities CorporationCurrent firm
- 2015 – 2025Equitable Advisors, LLCPreviously
Contact Lauren
(805) 684-1199Firm headquarters in Carpinteria, CA. Ask for Lauren. 16577 Boones Ferry Rd., Suite 200Lake Oswego, OR 97035Office · Get directions X (Twitter) pagePlanmember Securities
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Questions to ask Lauren
Tailored to Lauren’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lauren
How do I contact Lauren?
Call Planmember Securities at (805) 684-1199 and ask for Lauren Smith. Lauren works from the Lake Oswego, OR office.
How long has Lauren been a financial advisor?
Lauren has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Lauren hold?
Series 66. Tap any license on this page to see what it allows.
Is Lauren a fiduciary?
Lauren is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lauren paid?
Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Lauren for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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