Audrey Rieman (CRD# 4426446) is an Investment Advisor Representative working at Lpl Financial LLC in Hewlett, NY and has over 22 years of experience in the finance industry.
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hewlett, NY | Nov 2020 - Current | 3 |
| First National Bank Of Long Island | Hewlett, NY | Nov 2015 - Current | 8 |
| Ameriprise Financial Services, Inc. | Hewlett, NY | Sep 2018 - Nov 2020 | 2 |
| Investment Professionals, Inc. | San Antonio, TX | Mar 2016 - Sep 2018 | 2 |
| J.p. Morgan Securities LLC | Lawrence, NY | Oct 2012 - Oct 2015 | 3 |
| Chase Bank | New York, NY | Feb 1988 - Oct 2015 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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