Trisha Abney, financial advisor Louisville KY

Trisha Abney

CRD Number: 5707830
Current Firm: Ameriprise Financial Services, LLC

Trisha Abney (CRD# 5707830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Louisville, KY Sep 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville, KY Jul 2014 - Sep 2018 4
Bank Of America, N.a. Louisville, KY Jan 2015 - Aug 2018 3
Flanagan's Ale House Louisville, KY Sep 2013 - Jun 2014 < 1
Captain's Quarters Riverside Prospect, KY Apr 2012 - Sep 2013 1
Sullivan University Louisville, KY Jun 2011 - Sep 2013 2
Outback Steakhouse Louisville, KY Dec 2011 - Apr 2012 < 1
O'shea's Family Of Pubs Louisville, KY Oct 2009 - Dec 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Trisha Abney
Phone Number: 612-671-3131
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
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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