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Lauren Skidmore Ivester

WEALTHPOINT FINANCIAL LLC·CRAMERTON, North Carolina
SIE, Series 7, Series 31, Series 63, Series 6620 years registeredWEALTHPOINT FINANCIAL LLC
102 HIDDEN PASTURES DR., CRAMERTON, NC 28032CRD# 5001776Firm CRD# 332312

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Skidmore Ivester · CRAMERTON, NC
Registration
CRD #5001776 · WEALTHPOINT FINANCIAL LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

WEALTHPOINT ADVISORS
Oct 2024 – present
DEMPSEY LORD SMITH, LLC
Aug 2021 – Sep 2024
Cramerton, NC
MORGAN STANLEY
Jun 2009 – Jul 2015
CHARLOTTE, NC
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Jun 2009
CHARLOTTE, NC
MORGAN STANLEY
Nov 2005 – Apr 2007
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 66
Registration record
First registered · November 16, 2005
Years registered · 20
03

Disclosure History

2022Customer Dispute·Settled
2022Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WEALTHPOINT FINANCIAL LLC
CRD 332312 · SEC 801-130837
AUM
$121M
Regulatory assets under management
Employees
6
874 client accounts
Services offered by WEALTHPOINT FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHPOINT FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Lauren Skidmore Ivester offer?
Lauren Skidmore Ivester specializes in Financial Planning, Investment Management. Contact their office in CRAMERTON, North Carolina for a consultation.
What are Lauren Skidmore Ivester's credentials?
Lauren Skidmore Ivester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Skidmore Ivester located?
Lauren Skidmore Ivester is based in CRAMERTON, North Carolina, working with WEALTHPOINT FINANCIAL LLC. Their office serves clients in the CRAMERTON metropolitan area and surrounding communities.
How does Lauren Skidmore Ivester charge for services?
Lauren Skidmore Ivester's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHPOINT FINANCIAL LLC?
WEALTHPOINT FINANCIAL LLC has approximately 6 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHPOINT FINANCIAL LLC

Kyle David Sikes
CRAMERTON, NC
Cory Adam Shuford
CRAMERTON, NC
CFP

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