Lauren V. Monce
Professional summary
Lauren Victoria Norma Monce, who also goes by Lauren VIctoria Norma Monse, Lauren Victoria Monce, is a registered financial advisor currently at IRA GROUP, INC. located in Atlanta, Georgia.
Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lauren has worked at 2 firms and has passed the Series 66, SIE, Series 7TO and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Victoria Norma Monce's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2022 - Present
IRA GROUP, INC.
Office #1: 1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309March 20, 2020 - November 29, 2021
CARTER, TERRY & COMPANY, INC.
July 24, 2019 - November 29, 2021
CARTER, TERRY & COMPANY, INC.
Primary Firm SEC Registration
IRA GROUP, INC.
CRD#: 126246 / SEC#: 801-70558
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2022)
Exams
Series 7TO
Date: 5/20/2019
General Securities Representative ExaminationCurrent Firm
IRA GROUP, INC.
CRD#: 126246 / SEC#: 801-70558
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 630 |
| AUM (Assets Under Management) | $ 13,197,612,044 |
Red Flags
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