Crissy ShirleyCRD Number: 4042006
Current Firm: Ameriprise Financial Services, LLC
Crissy Shirley (CRD# 4042006) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alexandria, LA and has 1 year of experience in the finance industry.
Cetera Investment Advisers LLC
J.p. Morgan Securities LLC
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||Alexandria, LA||Feb 2019 - Current||2|
|Lpl Financial LLC||Alexandria, LA||Jun 2009 - Feb 2019||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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