Eleanor Stubbs (CRD# 2760281) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 27 years of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 5131861
Stifel, Nicolaus & Company, Incorporated
CRD# 5824377
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services LLC | Barre, VT | Dec 2020 - Current | 3 |
| Tiaa | Williston, VT | Mar 2015 - Nov 2020 | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Williston, VT | Mar 2015 - Nov 2020 | 5 |
| Chittenden Securities, Inc. | Burlington, VT | Jan 2006 - Mar 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- TX
- VT
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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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