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Lauren D. Toli

Equitable Advisors

93 Worcester Street
Suite 103

Newton, MA 02459

617-233-4977

About Equitable Advisors

Our purpose is to help people build fulfilling futures. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Now and into the future, we can help you face your future with condence.

General Information

Firm Start Year

CRD#

2222035

Firm CRD#

6627

Insurance License#

2074862

Name of Broker/Dealer

LPL Advisors

Years of Experience in Financial Services

30

Number of Years with Current Firm

3

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs

Services

Investment Types

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, At your home, Video Conference, Our Offices

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63

Insurance and Annuity Licenses

Health, Annuity, Accident, Disability, Life, Variable Life, Long Term Care, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions

Disclaimer

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.