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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Lauren S. Ivester

WEALTHPOINT ADVISORS
CRAMERTON, NC 28032
Some features on this profile are disabled
CRD#: 5001776
LI

Professional summary

Lauren Skidmore Ivester, who also goes by Lauren K. IVester, Lauren K. Skidmore, is a registered financial advisor currently at WEALTHPOINT ADVISORS located in Cramerton, North Carolina.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lauren has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lauren K. Ivester | Lauren K. Skidmore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Skidmore Ivester's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 10, 2024 - Present

WEALTHPOINT ADVISORS

Office #1: 102 Hidden Pastures Dr. Suite 213, Cramerton, NC 28032
RIA
CRD#: 332312
CRAMERTON, NC
Past

August 9, 2021 - September 11, 2024

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
Cramerton, NC
Past

July 23, 2019 - September 11, 2024

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
Cramerton, NC
Past

December 27, 2018 - July 22, 2019

KALOS CAPITAL, INC.

BD
CRD#: 44337
BELMONT, NC
Past

June 1, 2009 - July 31, 2015

MORGAN STANLEY

RIA
CRD#: 149777
CHARLOTTE, NC
Past

June 1, 2009 - July 31, 2015

MORGAN STANLEY

BD
CRD#: 149777
CHARLOTTE, NC
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
CHARLOTTE, NC
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
CHARLOTTE, NC
Past

November 16, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CHARLOTTE, NC
Past

October 4, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHPOINT ADVISORS
WEALTHPOINT ADVISORS | WEALTHPOINT FINANCIAL LLC

CRD#: 332312 / SEC#: 801-130837

RIA
Registered Investment Advisory firm - (7/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(10/10/2024)
IAR
Pennsylvania
(10/15/2024)
IAR
South Carolina
(10/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/19/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/31/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/21/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/30/2005
General Securities Representative Examination

Current Firm

WA
WEALTHPOINT ADVISORS
WEALTHPOINT ADVISORS | WEALTHPOINT FINANCIAL LLC

CRD#: 332312 / SEC#: 801-130837

RIA
Registered Investment Advisory firm - (7/26/2024 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
102 Hidden Pastures Dr. Suite 213, Cramerton, NC 28032
Mailing Address
Phone number
(704) 675-5300
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHPOINT ADVISORS BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts883
AUM (Assets Under Management)$ 119,325,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHPOINT ADVISORS

CRD#: 332312Cramerton, NC 28032

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