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Lauren Dixon Mishra PhD

Lauren D. Mishra

ELION FINANCIAL
TUCSON, AZ 85718
Some features on this profile are disabled
CRD#: 7237234
Lauren Dixon Mishra PhD

Professional summary

Lauren Dixon Mishra PhD, CFP®, who also goes by Lauren Dixon Mishra, is a registered financial advisor currently at ELION FINANCIAL, LLC located in Tucson, Arizona.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lauren has worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lauren Dixon Mishra

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 Dixon Mishra PhD's 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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

January 10, 2025 - Present

ELION FINANCIAL, LLC

Office #1: 4729 E Sunrise Dr., Tucson, AZ 85718
RIA
CRD#: 334200
TUCSON, AZ
Past

October 27, 2020 - January 7, 2025

CAMBRIDGE FINANCIAL GROUP, LLC

RIA
CRD#: 117428
TUCSON, AZ
Past

April 28, 2020 - December 2, 2021

EVIDENCE BASED FINANCIAL PLANNING

RIA
CRD#: 307682
TUCSON, AZ

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
Arizona
(1/10/2025)

Exams

Current Firm

EF
ELION FINANCIAL, LLC
ELION FINANCIAL LLC | ELION FINANCIAL, LLC

CRD#: 334200 / SEC#:

Arizona
Registered Investment Advisory firm - (1/10/2025 Approved)
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Contact information

Main Address
4729 E Sunrise Dr., Tucson, AZ 85718
Mailing Address
Phone number
(520) 201-3689
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts153
AUM (Assets Under Management)$ 14,050,000

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

ELION FINANCIAL, LLC

CRD#: 334200Tucson, AZ 85718

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