Lauren Bell has been an investment adviser representative at Trio Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners. Lauren Bell holds a Bachelor of Arts in International Affairs and Spanish from James Madison University.
Trio Wealth Management, LLC is a Great Falls, VA firm with $134M under management, 87 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Lauren Bell is Wealth Advisor of Trio Wealth Management. She works with senior advisors, clients, and their families on financial plans, and engages in financial planning, investment strategy implementation, and relationship management.
- Trio Wealth Management, LLCCurrent– present · under a yearGreat Falls, VA · Adviser representative · Firm CRD 328042
Investment adviser representative registrations
Lauren Bell is registered as an investment adviser representative in 4 states. The first approvals date from January 2026; the most recent are California and North Carolina, in March 2026.
- CaliforniaSince 23 March 2026
- North CarolinaSince 23 March 2026
- TexasSince 30 January 2026
- VirginiaSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8215363
- Firm
- Trio Wealth Management · CRD 328042
- Office
- 774A WALKER ROAD, Great Falls, VA 22066
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- triowm.com
Where does Lauren Bell work?
Lauren Bell is an investment adviser representative registered through Trio Wealth Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lauren Bell a financial advisor?
Yes. Lauren Bell has a current investment-adviser registration in California, North Carolina, Texas and Virginia, through Trio Wealth Management since January 2026.
How many years of experience does Lauren Bell have?
Lauren Bell has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Lauren Bell passed?
Lauren Bell passed the Series 65 in January 2026.
Where is Lauren Bell based?
Lauren Bell’s registered office is in Great Falls, VA.
Is Lauren Bell registered with FINRA?
No. Lauren Bell has no current broker registration.
How can I verify Lauren Bell’s record?
Search CRD 8215363 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lauren Bell’s full registration record.
