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Lauren Marie Fortier

Investment Adviser Representative at AMARA FINANCIAL, LLC

Monument, COCRD #6212904Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
3 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaColoradoTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/28/2014
SIE
Securities Industry Essentials Examination
Passed 10/23/2017
Series 7
General Securities Representative Examination
Passed 12/5/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Amara Financial, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AMARA FINANCIAL, LLCCurrent
7/1/2020 – Monument, CO
BRIO FINANCIAL GROUP
10/13/2017 – 6/19/2020San Francisco, CA
AMERIPRISE FINANCIAL SERVICES, INC.
5/23/2017 – 10/23/2017San Francisco, CA
T. ROWE PRICE ADVISORY SERVICES, INC.
4/1/2014 – 4/12/2016Colorado Springs, CO

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AMARA FINANCIAL, LLC

2 other advisors in the directory

Lisa Marie Morgan
Investment Adviser Representative
Dual-registered
Abraham Martinez
Investment Adviser Representative
Dual-registered
View AMARA FINANCIAL, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lauren Marie Fortier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.