Cole LinquistCRD Number: 6234099
Current Firm: Ameriprise Financial Services, Inc.
Cole Linquist (CRD# 6234099) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Orlando, FL and has over 2 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Ameriprise Financial Services Inc.||Orlando, FL||Sep 2014 - Current||3|
|Ledford Wealth Management||Orlando, FL||Sep 2013 - Sep 2014||1|
|Commonwealth Financial Network||Waltham, MA||Aug 2013 - Sep 2014||1|
|Liam Fitzpatrick||Lake Mary, FL||May 2010 - Feb 2014||3|
|Full-time Education||Orlando, FL||May 2003 - Dec 2013||10|
|Winn Dixie||Lake Mary, FL||Apr 2008 - Jul 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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