Debra FlintCRD Number: 5055468
Current Firm: Ameriprise Financial Services, LLC
Debra Flint (CRD# 5055468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Old Saybrook, CT and has over 13 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Citizens Investment Services
Commonwealth Financial Network
|Ameriprise Financial Advisors Inc.||Old Saybrook, CT||Oct 2017 - Current||4|
|Ubs Financial Services Inc.||New London, CT||Mar 2008 - Oct 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
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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