Lauren Greer
Financial Advisor at Carr Wealth Management
- Role
- Financial Advisor at Carr Wealth Management Llc
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Lauren Greer
Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Carr Wealth Management and Cambridge are not affiliated.Content provided via links to third-party sites should not be considered an endorsementof third-party content. We make no representation as to the completeness or accuracyof information provided on these websites.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Experience
Financial Advisor
Jan 2026 — Present
Education
Financial Planning Program Texas A&M University
Extended Learning Certificate Program
Abilene Christian University
Bachelor of Business Administration (B.B.A.), Marketing
2011 — 2014
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