Joanna Vailes, financial advisor Livingston TX

Joanna Vailes

CRD Number: 7094401
Current Firm: Ameriprise Financial Services, LLC

Joanna Vailes (CRD# 7094401) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Livingston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Livingston, TX Mar 2020 - Current 4
First Community Financial Group, Inc. Livingston, TX Jan 2016 - Current 8
Ameriprise Financial Services, Inc. Livingston, TX Apr 2019 - Mar 2020 < 1
Crawford Martin Insurance Livingston, TX Jun 1993 - Feb 2016 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Joanna R. Vailes
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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