Advisor at Clarity Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clarity Financial Advisors LLC
Location
Greenwood, DE
Credentials
Series 66
Industry experience
5 years
Financial planning fixed fees typically range from $500 to $5,000; Estate planning assistance fee is a negotiable one-time fee of $2,000
Financial advisors may receive commission-based compensation for the sale of insurance products.
$300 per hour
Clarity Financial Advisors LLC
2022 - Present (4 years)
Cambridge Investment Research Advisors, Inc.
2020 - 2022 (2 years)
Cambridge Investment Research, Inc.
2020 - 2022 (2 years)
Pruco Securities LLc
2020 - 2020 (1 year)
Greenwood Mennonite School
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Seaford, DE
Edward Jones
Series 66
Georgetown, DE
Merrill
Lauren Fritz Mariner is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in the Rehoboth Beach, Delaware office. She also serves as a Senior Portfolio Advisor and holds the Retirement Benefits Consultant designation. Lauren provides fiduciary advisory services to defined contribution plans and assists clients in developing long-term financial strategies that address retirement, educational needs, liabilities management, and insurance. With over twenty-four years of experience in the financial services industry, Lauren is a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor's degree in Communications from Salisbury State University. Lauren’s practice emphasizes education, open communication, and a disciplined approach to financial planning, including comprehensive analysis before investment recommendations. She focuses on personal attention tailored to clients' needs and schedules, supported by technology and ongoing research. Lauren is active in the Greater Georgetown Chamber of Commerce, Autism Delaware, Sussex Academy of Arts and Sciences, and Wesley United Methodist Church. She has been involved with the Miss America Scholarship Program as a local titleholder, director, certified judge, coach, and host family for Delaware’s Distinguished Young Women program. Born in Iowa, Lauren balances her professional career with community involvement and maintains two principal business rules: the Golden Rule and the Sundown Rule, ensuring prompt communication with clients.
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Milford, DE
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